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
$173M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$1.16M
3
+$672K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$531K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$453K

Top Sells

1
+$485K
2
+$386K
3
+$213K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$110K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$88.7K

Sector Composition

1 Financials 47.94%
2 Technology 6.57%
3 Consumer Staples 6.21%
4 Healthcare 5.08%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.8M 44.46%
199
-1
2
$8.25M 4.78%
+206
3
$6.66M 3.86%
40,520
+2
4
$6.12M 3.54%
50,092
-160
5
$5.03M 2.91%
98,507
-1,738
6
$4.23M 2.45%
10,672
+2,922
7
$3.98M 2.3%
25,720
+20
8
$2.6M 1.5%
6,530
+26
9
$2.1M 1.21%
36,024
-283
10
$2.05M 1.19%
22,581
+2,479
11
$2.01M 1.16%
8,524
+264
12
$1.83M 1.06%
64,850
-3,912
13
$1.76M 1.02%
30,271
-133
14
$1.76M 1.02%
29,821
+1,708
15
$1.52M 0.88%
24,072
+972
16
$1.42M 0.82%
13,743
-2,065
17
$1.31M 0.76%
5,149
+1,047
18
$1.2M 0.7%
3,227
+394
19
$1.2M 0.69%
8,943
+550
20
$1.13M 0.65%
4,190
21
$1.09M 0.63%
8,069
+6
22
$1.08M 0.62%
2,065
-14
23
$1.06M 0.62%
3,337
+40
24
$1.05M 0.61%
18,021
+1,011
25
$1.04M 0.6%
6,476
+310
1
2 3 4 5