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
$261M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$825K
3
+$736K
4
FLIN icon
Franklin FTSE India ETF
FLIN
+$426K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$286K

Top Sells

1
+$852K
2
+$703K
3
+$587K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$145K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$81.3K

Sector Composition

1 Financials 59.5%
2 Technology 8.66%
3 Healthcare 3.31%
4 Consumer Discretionary 2.66%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$146M 55.77%
+211
2
$11.7M 4.49%
50,407
+973
3
$8.53M 3.26%
67,888
-5,599
4
$6.17M 2.36%
38,085
5
$6.1M 2.33%
10,572
+68
6
$4.82M 1.84%
25,857
-171
7
$3.84M 1.47%
8,353
-9
8
$3.71M 1.42%
8,626
+126
9
$3.68M 1.41%
30,319
+226
10
$3.06M 1.17%
5,332
-8
11
$2.66M 1.02%
108,754
+7,118
12
$2.42M 0.93%
47,409
+1,076
13
$2.42M 0.93%
20,652
-75
14
$2.12M 0.81%
3,619
-115
15
$1.85M 0.71%
37,459
-11,902
16
$1.84M 0.7%
22,205
-337
17
$1.79M 0.69%
24,709
-166
18
$1.48M 0.57%
7,363
+373
19
$1.45M 0.55%
7,165
20
$1.41M 0.54%
13,967
-58
21
$1.39M 0.53%
7,819
-7
22
$1.21M 0.46%
15,886
-1,907
23
$1.16M 0.44%
6,713
+6
24
$1.15M 0.44%
6,576
+266
25
$1.12M 0.43%
46,663
+30,610
1
2 3 4 5