RW

Rede Wealth Portfolio holdings

AUM $288M
1-Year Est. Return 22.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$8.51M
3
+$6.47M
4
AMZN icon
Amazon
AMZN
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.47M

Top Sells

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

Sector Composition

1 Financials 58.83%
2 Technology 8.57%
3 Healthcare 3.1%
4 Consumer Discretionary 2.6%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.08T
$157M 54.56%
208
+207
AAPL icon
2
Apple
AAPL
$3.82T
$12.9M 4.49%
47,500
+5,661
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$80.7B
$8.57M 2.98%
+57,642
JNJ icon
4
Johnson & Johnson
JNJ
$577B
$7.67M 2.67%
37,085
+32,743
IVV icon
5
iShares Core S&P 500 ETF
IVV
$735B
$7.47M 2.6%
10,906
+4,154
AMZN icon
6
Amazon
AMZN
$2.35T
$5.64M 1.96%
24,447
+15,572
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.08T
$5.08M 1.77%
10,116
+6,974
MSFT icon
8
Microsoft
MSFT
$3.05T
$4M 1.39%
8,270
-2,195
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$681B
$3.54M 1.23%
5,192
+3,489
VTEB icon
10
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$3.39M 1.18%
+67,318
SPYG icon
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.2B
$2.79M 0.97%
+26,193
NVDA icon
12
NVIDIA
NVDA
$4.46T
$2.65M 0.92%
14,219
+4,498
IXUS icon
13
iShares Core MSCI Total International Stock ETF
IXUS
$53.6B
$2.48M 0.86%
+29,253
QQQM icon
14
Invesco NASDAQ 100 ETF
QQQM
$70.2B
$2.45M 0.85%
+9,703
DYNF icon
15
BlackRock US Equity Factor Rotation ETF
DYNF
$32.5B
$2.23M 0.78%
+36,690
XOM icon
16
Exxon Mobil
XOM
$628B
$2.12M 0.74%
17,609
-2,337
AMAT icon
17
Applied Materials
AMAT
$275B
$1.87M 0.65%
+7,290
COIN icon
18
Coinbase
COIN
$54.3B
$1.83M 0.64%
+8,088
SCHR icon
19
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$1.82M 0.63%
+72,734
IAUM icon
20
iShares Gold Trust Micro
IAUM
$8.12B
$1.79M 0.62%
+41,592
FBND icon
21
Fidelity Total Bond ETF
FBND
$24.9B
$1.69M 0.59%
+36,614
VTIP icon
22
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.2B
$1.4M 0.49%
28,406
+21,474
AGG icon
23
iShares Core US Aggregate Bond ETF
AGG
$139B
$1.4M 0.49%
+13,984
SPHY icon
24
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$1.39M 0.48%
+58,782
SCHA icon
25
Schwab U.S Small- Cap ETF
SCHA
$19.8B
$1.24M 0.43%
+43,430
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