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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$6.67M
3
+$6.38M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$5.16M
5
AMZN icon
Amazon
AMZN
+$4.19M

Top Sells

No sells this quarter

Sector Composition

1 Financials 49.98%
2 Technology 7.39%
3 Healthcare 5.39%
4 Consumer Discretionary 4.67%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.6M 47.34%
+200
2
$6.67M 4.54%
+50,252
3
$6.38M 4.34%
+40,518
4
$5.16M 3.51%
+100,245
5
$4.19M 2.85%
+25,700
6
$2.9M 1.97%
+7,750
7
$2.44M 1.66%
+6,504
8
$2.04M 1.39%
+36,307
9
$2M 1.36%
+68,762
10
$1.84M 1.25%
+8,260
11
$1.74M 1.18%
+28,113
12
$1.73M 1.18%
+20,102
13
$1.59M 1.09%
+15,808
14
$1.47M 1%
+23,100
15
$1.13M 0.77%
+2,079
16
$1.12M 0.76%
+8,063
17
$1.03M 0.7%
+3,297
18
$999K 0.68%
+17,010
19
$995K 0.68%
+6,166
20
$995K 0.68%
+4,190
21
$993K 0.68%
+2,833
22
$951K 0.65%
+4,102
23
$946K 0.64%
+13,933
24
$875K 0.6%
+3,720
25
$872K 0.59%
+5,963
1
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