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
$188M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$481K
3
+$399K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$306K
5
AXP icon
American Express
AXP
+$278K

Top Sells

1
+$8.25M
2
+$155K
3
+$123K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$117K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$116K

Sector Composition

1 Financials 52.75%
2 Technology 6.76%
3 Healthcare 4.83%
4 Consumer Discretionary 3.98%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.1M 49.09%
220
+21
2
$6.88M 3.67%
50,232
+140
3
$6.67M 3.56%
40,521
+1
4
$4.86M 2.59%
95,453
-3,054
5
$4.57M 2.43%
10,663
-9
6
$4.42M 2.36%
25,700
-20
7
$3.08M 1.64%
7,154
+624
8
$2.36M 1.26%
23,965
+1,384
9
$2.31M 1.23%
8,516
-8
10
$2.14M 1.14%
35,089
-935
11
$1.8M 0.96%
63,414
-1,436
12
$1.69M 0.9%
27,892
-1,929
13
$1.68M 0.9%
30,273
+2
14
$1.67M 0.89%
24,254
+182
15
$1.51M 0.8%
13,427
-316
16
$1.39M 0.74%
3,458
+231
17
$1.38M 0.74%
4,966
-183
18
$1.24M 0.66%
8,693
-250
19
$1.22M 0.65%
7,019
+543
20
$1.19M 0.63%
3,361
+24
21
$1.16M 0.62%
6,973
+687
22
$1.11M 0.59%
4,200
+10
23
$1.09M 0.58%
14,833
+878
24
$1.09M 0.58%
8,075
+6
25
$1.09M 0.58%
2,061
-4
1
2 3 4 5