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
NFLX icon
26
Netflix
NFLX
$419B
$1.2M 0.42%
12,802
+9,612
MCD icon
27
McDonald's
MCD
$233B
$1.09M 0.38%
3,558
+2,291
EZBC icon
28
Franklin Bitcoin ETF
EZBC
$403M
$1.08M 0.37%
+21,261
JPM icon
29
JPMorgan Chase
JPM
$792B
$1.08M 0.37%
3,338
-279
VTV icon
30
Vanguard Value ETF
VTV
$165B
$1.05M 0.36%
+5,487
SCHM icon
31
Schwab US Mid-Cap ETF
SCHM
$13B
$1.04M 0.36%
+34,638
ETH
32
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
$991K 0.34%
+35,320
IYW icon
33
iShares US Technology ETF
IYW
$19.3B
$972K 0.34%
+4,868
IMCB icon
34
iShares Morningstar Mid-Cap ETF
IMCB
$1.46B
$940K 0.33%
+11,357
SCHO icon
35
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$925K 0.32%
+37,956
PG icon
36
Procter & Gamble
PG
$358B
$904K 0.31%
6,306
+4,869
UNH icon
37
UnitedHealth
UNH
$262B
$864K 0.3%
2,617
+1,768
DSI icon
38
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
$861K 0.3%
+6,682
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$62.9B
$855K 0.3%
+31,782
SHOP icon
40
Shopify
SHOP
$176B
$847K 0.29%
+5,262
SPEM icon
41
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$811K 0.28%
+17,331
HYMB icon
42
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.01B
$791K 0.28%
+31,733
V icon
43
Visa
V
$615B
$766K 0.27%
2,184
+552
EPD icon
44
Enterprise Products Partners
EPD
$80.6B
$746K 0.26%
+23,257
IDEV icon
45
iShares Core MSCI International Developed Markets ETF
IDEV
$27.9B
$744K 0.26%
+9,019
BLK icon
46
Blackrock
BLK
$161B
$742K 0.26%
693
+519
MA icon
47
Mastercard
MA
$468B
$693K 0.24%
+1,214
NSC icon
48
Norfolk Southern
NSC
$69.8B
$693K 0.24%
+2,399
AON icon
49
Aon
AON
$72.6B
$670K 0.23%
+1,898
IEI icon
50
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$634K 0.22%
+5,313
1
2
3 4 5