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
$211M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$343K
3
+$287K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$255K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$248K

Top Sells

1
+$233K
2
+$221K
3
+$170K
4
PG icon
Procter & Gamble
PG
+$166K
5
AAPL icon
Apple
AAPL
+$163K

Sector Composition

1 Financials 56.49%
2 Technology 8.54%
3 Healthcare 4.47%
4 Consumer Discretionary 3.25%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 53.1%
216
2
$10.1M 4.81%
52,235
-841
3
$6.81M 3.24%
41,172
-14
4
$5.32M 2.53%
105,927
-76
5
$4.36M 2.07%
9,793
+32
6
$4.02M 1.91%
142,226
+1,371
7
$3.76M 1.79%
28,867
+925
8
$3.49M 1.66%
24,556
-376
9
$3.29M 1.56%
9,674
+21
10
$2.75M 1.31%
8,070
-113
11
$2.54M 1.21%
5,728
-344
12
$2.49M 1.18%
23,246
+11,001
13
$2.23M 1.06%
21,459
-1,631
14
$2.23M 1.06%
35,558
+3,522
15
$2.22M 1.05%
22,637
-917
16
$1.88M 0.89%
3,917
+2
17
$1.58M 0.75%
66,891
-5,055
18
$1.47M 0.7%
34,780
-530
19
$1.31M 0.62%
21,546
+1,421
20
$1.23M 0.58%
8,522
21
$1.16M 0.55%
5,812
+62
22
$1.15M 0.54%
3,843
+1
23
$1.07M 0.51%
7,030
-1,094
24
$1.02M 0.48%
16,221
25
$980K 0.47%
21,004
-2,785
1
2 3 4