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
$277M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$219K
3
+$212K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$169K
5
VTV icon
Vanguard Value ETF
VTV
+$136K

Top Sells

1
+$200K
2
+$196K
3
+$171K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$156K
5
ADP icon
Automatic Data Processing
ADP
+$137K

Sector Composition

1 Financials 59.81%
2 Technology 8.47%
3 Consumer Discretionary 2.7%
4 Healthcare 2.5%
5 Energy 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.07T
$153M 55.25%
210
AAPL icon
2
Apple
AAPL
$3.89T
$10.2M 3.67%
49,505
-107
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$78.5B
$9.63M 3.48%
71,293
+1,913
IVV icon
4
iShares Core S&P 500 ETF
IVV
$667B
$6.55M 2.37%
10,552
+139
JNJ icon
5
Johnson & Johnson
JNJ
$467B
$5.7M 2.06%
37,314
-485
AMZN icon
6
Amazon
AMZN
$2.31T
$5.64M 2.04%
25,712
-10
NVDA icon
7
NVIDIA
NVDA
$4.45T
$4.96M 1.79%
31,406
+186
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.5M 1.62%
9,261
-351
MSFT icon
9
Microsoft
MSFT
$3.84T
$4.27M 1.54%
8,587
-72
SPY icon
10
SPDR S&P 500 ETF Trust
SPY
$667B
$3.11M 1.12%
5,033
-196
VTEB icon
11
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$2.87M 1.04%
58,546
-229
COIN icon
12
Coinbase
COIN
$88.3B
$2.83M 1.02%
8,073
+46
SCHO icon
13
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$2.5M 0.9%
102,393
+4,162
SPYG icon
14
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.7B
$2.41M 0.87%
25,263
+1,072
IXUS icon
15
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$2.23M 0.81%
28,893
+2,184
XOM icon
16
Exxon Mobil
XOM
$480B
$2.17M 0.78%
20,141
-110
QQQM icon
17
Invesco NASDAQ 100 ETF
QQQM
$64.2B
$1.88M 0.68%
8,270
+179
VTIP icon
18
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$1.79M 0.65%
35,673
+1,986
NFLX icon
19
Netflix
NFLX
$526B
$1.76M 0.64%
1,314
SPHY icon
20
SPDR Portfolio High Yield Bond ETF
SPHY
$9.24B
$1.57M 0.57%
66,006
+4,330
AGG icon
21
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.43M 0.51%
14,378
+1,071
AMAT icon
22
Applied Materials
AMAT
$182B
$1.35M 0.49%
7,390
+125
IAUM icon
23
iShares Gold Trust Micro
IAUM
$5.12B
$1.24M 0.45%
37,625
+1,093
EZBC icon
24
Franklin Bitcoin ETF
EZBC
$565M
$1.21M 0.44%
19,437
-2,165
SCHR icon
25
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$1.17M 0.42%
46,625
+2,565
1
2 3 4 5