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
$199M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$219K
3
+$207K
4
SLAB icon
Silicon Laboratories
SLAB
+$206K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$115K

Top Sells

1
+$1.12M
2
+$1.07M
3
+$480K
4
DE icon
Deere & Co
DE
+$406K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$353K

Sector Composition

1 Financials 52.76%
2 Technology 8.27%
3 Healthcare 5.21%
4 Consumer Discretionary 4.26%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.7M 49.61%
219
2
$9.34M 4.7%
52,614
-210
3
$7.06M 3.55%
41,269
+10
4
$4.84M 2.43%
10,191
-147
5
$4.36M 2.19%
26,160
+160
6
$4.22M 2.12%
84,344
-4,562
7
$3.48M 1.75%
7,287
-45
8
$2.8M 1.41%
25,977
+349
9
$2.71M 1.36%
8,068
-1,000
10
$2.05M 1.03%
29,898
11
$1.96M 0.98%
3,899
+2
12
$1.68M 0.85%
5,624
+33
13
$1.67M 0.84%
22,806
-511
14
$1.49M 0.75%
12,584
-457
15
$1.46M 0.73%
3,670
+234
16
$1.38M 0.69%
23,228
-1,541
17
$1.37M 0.69%
25,745
+9,411
18
$1.33M 0.67%
8,463
-100
19
$1.3M 0.65%
7,934
-647
20
$1.26M 0.63%
44,886
-17,104
21
$1.25M 0.63%
6,897
-53
22
$1.21M 0.61%
2,002
-31
23
$1.17M 0.59%
14,411
-191
24
$1.11M 0.56%
10,027
-90
25
$1.08M 0.54%
7,267
-349
1
2 3 4 5