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
SCHA icon
26
Schwab U.S Small- Cap ETF
SCHA
$20.8B
$1.13M 0.41%
44,749
+897
PG icon
27
Procter & Gamble
PG
$355B
$1.09M 0.39%
6,811
+15
MCD icon
28
McDonald's
MCD
$220B
$1.06M 0.38%
3,634
BCD icon
29
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$307M
$1.02M 0.37%
30,620
+2,531
JPM icon
30
JPMorgan Chase
JPM
$820B
$1.01M 0.37%
3,491
-18
SCHM icon
31
Schwab US Mid-Cap ETF
SCHM
$13.7B
$1.01M 0.36%
35,930
+3,002
UNH icon
32
UnitedHealth
UNH
$333B
$902K 0.33%
2,892
-292
EPD icon
33
Enterprise Products Partners
EPD
$66.4B
$850K 0.31%
27,406
+77
IYW icon
34
iShares US Technology ETF
IYW
$22.4B
$843K 0.3%
4,868
VTV icon
35
Vanguard Value ETF
VTV
$148B
$839K 0.3%
4,749
+767
IMCB icon
36
iShares Morningstar Mid-Cap ETF
IMCB
$1.2B
$832K 0.3%
10,445
+303
V icon
37
Visa
V
$676B
$814K 0.29%
2,294
-6
SCHX icon
38
Schwab US Large- Cap ETF
SCHX
$61.5B
$777K 0.28%
31,782
VZ icon
39
Verizon
VZ
$170B
$753K 0.27%
17,402
ADP icon
40
Automatic Data Processing
ADP
$115B
$745K 0.27%
2,415
-444
ETH
41
Grayscale Ethereum Mini Trust ETF
ETH
$2.82B
$741K 0.27%
31,258
-1,091
HYMB icon
42
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
$728K 0.26%
29,376
+4,164
BLK icon
43
Blackrock
BLK
$179B
$727K 0.26%
693
SPEM icon
44
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$718K 0.26%
16,804
+3,036
DSI icon
45
iShares MSCI KLD 400 Social ETF
DSI
$5B
$706K 0.25%
6,074
MA icon
46
Mastercard
MA
$519B
$685K 0.25%
1,219
AON icon
47
Aon
AON
$74.5B
$677K 0.24%
1,898
T icon
48
AT&T
T
$186B
$666K 0.24%
23,020
-210
SPLV icon
49
Invesco S&P 500 Low Volatility ETF
SPLV
$7.85B
$652K 0.24%
8,949
-100
MBB icon
50
iShares MBS ETF
MBB
$41.8B
$623K 0.23%
6,640
+211
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