RW
Rede Wealth Portfolio holdings
AUM
$277M
1-Year Est. Return
20.54%
1 Year Est. Return
+20.54%
AUM
$283M
AUM Growth
+$22.1M
(+8.5%)
Holding
107
Top Buys
| 1 | +$492K | |
| 2 | +$363K | |
| 3 | +$278K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$264K |
| 5 |
Philip Morris
PM
|
+$224K |
Top Sells
| 1 | +$382K | |
| 2 | +$262K | |
| 3 | +$245K | |
| 4 |
Hexcel
HXL
|
+$213K |
| 5 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$206K |
Sector Composition
| 1 | Financials | 63.34% |
| 2 | Technology | 7.44% |
| 3 | Healthcare | 2.93% |
| 4 | Consumer Discretionary | 2.46% |
| 5 | Energy | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Philip Morris
PM
$237B
| $224K | 0.08% |
+1,414
|
|
||
102
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| $223K | 0.08% |
2,450
-16
|
|
||
103
iShares US Utilities ETF
IDU
$1.69B
| $210K | 0.07% |
+2,074
|
|
||
104
Allstate
ALL
$51.1B
| $207K | 0.07% |
+1,000
|
|
||
105
iShares MSCI EAFE ETF
EFA
$68.2B
| $200K | 0.07% |
+2,452
|
|
||
|
106
Hexcel
HXL
$5.1B
| – | – |
-3,397
|
|
||
107
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
| – | – |
-5,034
|
|