RW

Rede Wealth Portfolio holdings

AUM $278M
1-Year Est. Return 9.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$606K
3
+$421K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$372K

Top Sells

1
+$1.06M
2
+$371K
3
+$365K
4
BCD icon
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
+$357K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$318K

Sector Composition

1 Financials 57.65%
2 Technology 8.27%
3 Healthcare 3.64%
4 Consumer Discretionary 2.4%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHO icon
26
Schwab Short-Term US Treasury ETF
SCHO
$12B
$1.16M 0.42%
47,637
+9,681
VTV icon
27
Vanguard Value ETF
VTV
$169B
$1.13M 0.41%
5,769
+282
MCD icon
28
McDonald's
MCD
$215B
$1.11M 0.4%
3,558
EZBC icon
29
Franklin Bitcoin ETF
EZBC
$445M
$1.09M 0.39%
27,887
+6,626
SPHY icon
30
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.5B
$1.06M 0.38%
45,664
-13,118
ETH
31
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.85B
$1.06M 0.38%
53,251
+17,931
AGG icon
32
iShares Core US Aggregate Bond ETF
AGG
$136B
$1.02M 0.37%
10,276
-3,708
JPM icon
33
JPMorgan Chase
JPM
$839B
$982K 0.35%
3,338
EMXC icon
34
iShares MSCI Emerging Markets ex China ETF
EMXC
$21B
$939K 0.34%
11,942
+3,730
IAUM icon
35
iShares Gold Trust Micro
IAUM
$7.43B
$919K 0.33%
19,677
-21,915
PG icon
36
Procter & Gamble
PG
$331B
$912K 0.33%
6,313
+7
IYW icon
37
iShares US Technology ETF
IYW
$20.4B
$883K 0.32%
4,868
EPD icon
38
Enterprise Products Partners
EPD
$80.5B
$883K 0.32%
23,331
+74
HYMB icon
39
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.88B
$860K 0.31%
34,672
+2,939
SCHM icon
40
Schwab US Mid-Cap ETF
SCHM
$14.1B
$825K 0.3%
26,638
-8,000
SCHX icon
41
Schwab US Large- Cap ETF
SCHX
$66.8B
$815K 0.29%
31,782
SPEM icon
42
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$809K 0.29%
17,240
-91
GLW icon
43
Corning
GLW
$142B
$808K 0.29%
5,946
DSI icon
44
iShares MSCI KLD 400 Social ETF
DSI
$5.05B
$701K 0.25%
5,781
-901
UNH icon
45
UnitedHealth
UNH
$314B
$691K 0.25%
2,552
-65
NSC icon
46
Norfolk Southern
NSC
$67.8B
$689K 0.25%
2,399
T icon
47
AT&T
T
$181B
$667K 0.24%
23,020
BLK icon
48
Blackrock
BLK
$162B
$667K 0.24%
693
SHOP icon
49
Shopify
SHOP
$171B
$624K 0.22%
5,262
ASML icon
50
ASML
ASML
$563B
$613K 0.22%
464
+2
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