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
ACLS icon
26
Axcelis
ACLS
$2.82B
$1.12M 0.88%
+11,495
ADP icon
27
Automatic Data Processing
ADP
$106B
$1.11M 0.87%
3,764
+1,349
ABT icon
28
Abbott
ABT
$217B
$1.1M 0.86%
+8,208
PNC icon
29
PNC Financial Services
PNC
$77.6B
$1.06M 0.83%
+5,259
IBM icon
30
IBM
IBM
$288B
$896K 0.7%
3,176
+2,433
BRZE icon
31
Braze
BRZE
$3.37B
$864K 0.68%
+30,397
VNQI icon
32
Vanguard Global ex-US Real Estate ETF
VNQI
$3.55B
$828K 0.65%
+17,334
WMT icon
33
Walmart
WMT
$917B
$822K 0.65%
+7,976
JNJ icon
34
Johnson & Johnson
JNJ
$487B
$805K 0.63%
4,342
-32,972
VUG icon
35
Vanguard Growth ETF
VUG
$203B
$773K 0.61%
+1,609
BRK.A icon
36
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.59%
1
-209
VO icon
37
Vanguard Mid-Cap ETF
VO
$89.6B
$748K 0.59%
+2,536
ORCL icon
38
Oracle
ORCL
$620B
$736K 0.58%
+2,617
HD icon
39
Home Depot
HD
$353B
$708K 0.56%
+1,747
ADBE icon
40
Adobe
ADBE
$145B
$671K 0.53%
+1,902
MTB icon
41
M&T Bank
MTB
$30B
$665K 0.52%
+3,366
AVGO icon
42
Broadcom
AVGO
$1.84T
$619K 0.49%
+1,877
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$126B
$595K 0.47%
+1,270
META icon
44
Meta Platforms (Facebook)
META
$1.7T
$566K 0.44%
770
+483
CMCSA icon
45
Comcast
CMCSA
$99.5B
$560K 0.44%
+17,819
VSS icon
46
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.73B
$559K 0.44%
+3,920
V icon
47
Visa
V
$639B
$557K 0.44%
1,632
-662
SON icon
48
Sonoco
SON
$4.09B
$540K 0.42%
+12,526
APD icon
49
Air Products & Chemicals
APD
$58B
$537K 0.42%
+1,969
LLY icon
50
Eli Lilly
LLY
$904B
$487K 0.38%
+639
1
2
3 4 5