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
$127M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.3M
3
+$6.74M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.5M
5
UBER icon
Uber
UBER
+$4.04M

Top Sells

1
+$158M
2
+$9.63M
3
+$6.11M
4
NVDA icon
NVIDIA
NVDA
+$4.05M
5
AMZN icon
Amazon
AMZN
+$3.7M

Sector Composition

1 Technology 24.66%
2 Consumer Discretionary 11.24%
3 Financials 6.05%
4 Healthcare 4.85%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
1
Vanguard FTSE Developed Markets ETF
VEA
$187B
$12.6M 9.93%
+210,997
TSLA icon
2
Tesla
TSLA
$1.51T
$10.7M 8.43%
24,140
+23,073
AAPL icon
3
Apple
AAPL
$4.12T
$10.7M 8.37%
41,839
-7,666
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$6.74M 5.29%
+124,438
DVY icon
5
iShares Select Dividend ETF
DVY
$20.7B
$5.5M 4.32%
+38,710
MSFT icon
6
Microsoft
MSFT
$3.59T
$5.42M 4.26%
10,465
+1,878
IVV icon
7
iShares Core S&P 500 ETF
IVV
$735B
$4.52M 3.55%
6,752
-3,800
UBER icon
8
Uber
UBER
$190B
$4.04M 3.17%
+41,195
EVMO
9
Eaton Vance Mortgage Opportunities ETF
EVMO
$766M
$3.23M 2.54%
+63,666
SCHP icon
10
Schwab US TIPS ETF
SCHP
$14.7B
$2.5M 1.96%
+92,749
IWB icon
11
iShares Russell 1000 ETF
IWB
$45.6B
$2.48M 1.94%
+6,773
XOM icon
12
Exxon Mobil
XOM
$491B
$2.25M 1.77%
19,946
-195
GOOG icon
13
Alphabet (Google) Class C
GOOG
$3.89T
$2.18M 1.71%
+8,936
ABBV icon
14
AbbVie
ABBV
$400B
$1.97M 1.55%
8,528
+6,781
AMZN icon
15
Amazon
AMZN
$2.45T
$1.95M 1.53%
8,875
-16,837
NVDA icon
16
NVIDIA
NVDA
$4.43T
$1.81M 1.42%
9,721
-21,685
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.58M 1.24%
3,142
-6,119
VCSH icon
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$1.52M 1.2%
+19,057
FREL icon
19
Fidelity MSCI Real Estate Index ETF
FREL
$1.08B
$1.44M 1.13%
+51,758
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$3.88T
$1.39M 1.09%
5,734
+4,051
VOO icon
21
Vanguard S&P 500 ETF
VOO
$805B
$1.39M 1.09%
+2,255
APH icon
22
Amphenol
APH
$171B
$1.17M 0.92%
+9,459
JPM icon
23
JPMorgan Chase
JPM
$858B
$1.14M 0.9%
3,617
+126
SPY icon
24
SPDR S&P 500 ETF Trust
SPY
$702B
$1.14M 0.89%
1,703
-3,330
KO icon
25
Coca-Cola
KO
$301B
$1.13M 0.89%
16,874
+11,257
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