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
-$486K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$575K
3
+$267K
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$233K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$167K

Top Sells

1
+$681K
2
+$456K
3
+$275K
4
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$225K
5
IDU icon
iShares US Utilities ETF
IDU
+$212K

Sector Composition

1 Financials 59.04%
2 Technology 9.12%
3 Consumer Discretionary 3.05%
4 Healthcare 2.9%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 54.79%
210
-1
2
$12.4M 4.77%
49,670
-737
3
$8.65M 3.31%
67,220
-668
4
$6.12M 2.35%
10,398
-174
5
$5.66M 2.17%
25,778
-79
6
$5.53M 2.12%
38,258
+173
7
$4.36M 1.67%
9,621
+1,268
8
$4.17M 1.6%
31,072
+753
9
$3.63M 1.39%
8,613
-13
10
$3.08M 1.18%
5,249
-83
11
$2.51M 0.96%
104,404
-4,350
12
$2.45M 0.94%
48,853
+1,444
13
$2.24M 0.86%
20,820
+168
14
$2.12M 0.81%
24,108
+1,903
15
$1.98M 0.76%
7,977
+158
16
$1.81M 0.69%
37,350
-109
17
$1.76M 0.67%
26,540
+1,831
18
$1.7M 0.65%
3,366
-253
19
$1.6M 0.61%
29,607
-215
20
$1.6M 0.61%
7,579
+216
21
$1.33M 0.51%
56,571
+9,908
22
$1.29M 0.49%
13,315
-652
23
$1.18M 0.45%
7,265
+100
24
$1.17M 0.45%
1,318
-17
25
$1.14M 0.44%
6,804
+91
1
2 3 4 5