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
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$1.27M
3
+$1.27M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.23M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.07M

Top Sells

1
+$2.28M
2
+$1.97M
3
+$1.89M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.09M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$935K

Sector Composition

1 Financials 59%
2 Technology 8.16%
3 Healthcare 3.84%
4 Consumer Discretionary 3%
5 Energy 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 55.09%
214
-2
2
$9.72M 4.61%
50,464
-157
3
$5.93M 2.81%
37,842
+35
4
$5.85M 2.78%
55,614
+52,884
5
$4.46M 2.12%
9,335
-868
6
$4.08M 1.94%
26,885
-154
7
$3.14M 1.49%
8,798
+1,473
8
$3.07M 1.46%
8,160
+262
9
$3.02M 1.43%
59,238
-44,609
10
$2.39M 1.13%
5,032
-81
11
$2.04M 0.97%
20,385
+88
12
$2.02M 0.96%
70,854
-66,202
13
$1.9M 0.9%
3,616
-4
14
$1.82M 0.86%
28,009
-5,768
15
$1.57M 0.75%
10,530
-13,195
16
$1.5M 0.71%
23,104
-2,850
17
$1.46M 0.69%
29,550
+40
18
$1.35M 0.64%
7,764
+32
19
$1.33M 0.63%
12,584
-8,864
20
$1.32M 0.63%
8,165
+43
21
$1.29M 0.61%
12,979
-8,575
22
$1.27M 0.6%
+52,426
23
$1.27M 0.6%
+54,937
24
$1.23M 0.58%
+25,795
25
$1.08M 0.51%
3,643
1
2 3 4