RW

Rede Wealth Portfolio holdings

AUM $127M
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$363K
3
+$278K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$264K
5
PM icon
Philip Morris
PM
+$224K

Top Sells

1
+$382K
2
+$262K
3
+$245K
4
HXL icon
Hexcel
HXL
+$213K
5
IMCB icon
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
$224K 0.08%
+1,414
102
$223K 0.08%
2,450
-16
103
$210K 0.07%
+2,074
104
$207K 0.07%
+1,000
105
$200K 0.07%
+2,452
106
– –
-3,397
107
– –
-5,034
1 2 3 4
5