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
+$41K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$400K
3
+$367K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$297K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$275K

Top Sells

1
+$411K
2
+$331K
3
+$316K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$280K
5
PYPL icon
PayPal
PYPL
+$217K

Sector Composition

1 Financials 51.79%
2 Technology 7.23%
3 Healthcare 5.02%
4 Consumer Discretionary 4.16%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.1M 48.02%
219
-1
2
$7.47M 3.98%
52,824
+2,592
3
$6.66M 3.55%
41,259
+738
4
$4.5M 2.4%
88,906
-6,547
5
$4.44M 2.36%
10,338
-325
6
$4.27M 2.28%
26,000
+300
7
$3.16M 1.68%
7,332
+178
8
$2.56M 1.36%
9,068
+552
9
$2.52M 1.34%
25,628
+1,663
10
$1.82M 0.97%
29,898
-5,191
11
$1.78M 0.95%
30,277
+4
12
$1.76M 0.94%
61,990
-1,424
13
$1.61M 0.86%
23,317
-937
14
$1.53M 0.81%
5,591
+625
15
$1.52M 0.81%
3,897
+439
16
$1.49M 0.79%
24,769
-3,123
17
$1.45M 0.77%
13,041
-386
18
$1.24M 0.66%
2,033
-28
19
$1.23M 0.66%
3,436
+75
20
$1.22M 0.65%
6,950
-69
21
$1.2M 0.64%
8,581
+506
22
$1.12M 0.6%
20,747
+2,734
23
$1.12M 0.6%
7,616
+643
24
$1.1M 0.59%
8,563
-130
25
$1.08M 0.57%
10,117
+191
1
2 3 4 5