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Rede Wealth Portfolio holdings
AUM
$278M
1-Year Est. Return
9.19%
This Fund
S&P 500
This Quarter
Est. Return
+9.51%
1 Year Est. Return
+9.19%
3 Year Est. Return
+80.55%
5 Year Est. Return
+109.59%
10 Year Est. Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
95.68%
Top 10 Holdings %
Top 10 Hldgs %
70.21%
Holding
92
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$66.2M |
| 2 |
Apple
AAPL
|
+$6.04M |
| 3 |
Johnson & Johnson
JNJ
|
+$5.98M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$5.17M |
| 5 |
Amazon
AMZN
|
+$4.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 49.98% |
| 2 | Technology | 7.39% |
| 3 | Healthcare | 5.39% |
| 4 | Consumer Discretionary | 4.67% |
| 5 | Industrials | 2.7% |
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Rede Wealth's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Rede Wealth, which disclosed 92 positions worth $147M. Its ten largest holdings account for 70% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 200 shares worth $69.6M.
By sector, the portfolio is most concentrated in Financials at 50% of assets, followed by Technology and Healthcare.
- Rede Wealth's largest Q4 2020 buy was Berkshire Hathaway Class A: 200 shares worth $69.6M.
- Rede Wealth's ten largest holdings make up 70% of its $147M portfolio in Q4 2020.
- Rede Wealth disclosed 92 positions in Q4 2020, its first 13F filing on record.
Based on Rede Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.