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
$213M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$323K
3
+$310K
4
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$304K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$242K

Top Sells

1
+$529K
2
+$421K
3
+$355K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$269K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$243K

Sector Composition

1 Financials 57.32%
2 Technology 7.21%
3 Healthcare 4.99%
4 Consumer Discretionary 3.58%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 54.17%
218
-1
2
$9.17M 4.31%
52,532
-82
3
$7.33M 3.44%
41,347
+78
4
$4.26M 2%
26,160
5
$4.25M 2%
9,405
-786
6
$4.05M 1.9%
82,665
-1,679
7
$3.29M 1.54%
7,243
-44
8
$2.79M 1.31%
27,579
+1,602
9
$2.47M 1.16%
8,019
-49
10
$2.2M 1.04%
6,246
+622
11
$1.98M 0.93%
3,881
-18
12
$1.96M 0.92%
29,208
-690
13
$1.47M 0.69%
22,806
14
$1.33M 0.63%
12,433
-151
15
$1.32M 0.62%
3,646
-24
16
$1.27M 0.6%
25,642
-103
17
$1.22M 0.57%
22,254
-974
18
$1.21M 0.57%
7,939
+5
19
$1.19M 0.56%
44,834
-52
20
$1.15M 0.54%
6,814
-83
21
$1.13M 0.53%
11,085
+1,704
22
$1.11M 0.52%
14,269
-142
23
$1.1M 0.52%
8,357
-106
24
$1.04M 0.49%
12,428
+878
25
$1.03M 0.49%
+20,315
1
2 3 4 5