RW

Rede Wealth Portfolio holdings

AUM $277M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$486K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$681K
2 +$456K
3 +$275K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$225K
5
IDU icon
iShares US Utilities ETF
IDU
+$212K

Sector Composition

1 Financials 59.04%
2 Technology 9.12%
3 Consumer Discretionary 3.05%
4 Healthcare 2.9%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.08%
1,408
+45
102
$200K 0.08%
2,546
-900
103
-2,600
104
-3,291
105
-2,074
106
-2,450