RW

Rede Wealth Portfolio holdings

AUM $127M
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$363K
3
+$278K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$264K
5
PM icon
Philip Morris
PM
+$224K

Top Sells

1
+$382K
2
+$262K
3
+$245K
4
HXL icon
Hexcel
HXL
+$213K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$206K

Sector Composition

1 Financials 63.34%
2 Technology 7.44%
3 Healthcare 2.93%
4 Consumer Discretionary 2.46%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$168M 59.22%
210
2
$11M 3.89%
49,612
-58
3
$8.47M 2.99%
69,380
+2,160
4
$6.27M 2.21%
37,799
-459
5
$5.85M 2.07%
10,413
+15
6
$5.12M 1.81%
9,612
-9
7
$4.89M 1.73%
25,722
-56
8
$3.38M 1.2%
31,220
+148
9
$3.25M 1.15%
8,659
+46
10
$2.93M 1.03%
5,229
-20
11
$2.92M 1.03%
58,775
+9,922
12
$2.41M 0.85%
20,251
-569
13
$2.39M 0.84%
98,231
-6,173
14
$1.94M 0.69%
24,191
+83
15
$1.86M 0.66%
26,709
+169
16
$1.68M 0.59%
33,687
-3,663
17
$1.67M 0.59%
3,184
-182
18
$1.56M 0.55%
8,091
+512
19
$1.44M 0.51%
61,676
+5,105
20
$1.38M 0.49%
8,027
+50
21
$1.32M 0.46%
13,307
-8
22
$1.23M 0.43%
13,140
-40
23
$1.16M 0.41%
6,796
-8
24
$1.14M 0.4%
36,532
-78
25
$1.14M 0.4%
3,634
1
2 3 4 5