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
$127M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8M
3
+$6.41M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.36M
5
UBER icon
Uber
UBER
+$3.85M

Top Sells

1
+$152M
2
+$9.63M
3
+$5.65M
4
AMZN icon
Amazon
AMZN
+$3.81M
5
NVDA icon
NVIDIA
NVDA
+$3.78M

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
26
$1.12M 0.88%
+11,495
27
$1.11M 0.87%
3,764
+1,349
28
$1.1M 0.86%
+8,208
29
$1.06M 0.83%
+5,259
30
$896K 0.7%
3,176
+2,433
31
$864K 0.68%
+30,397
32
$828K 0.65%
+17,334
33
$822K 0.65%
+7,976
34
$805K 0.63%
4,342
-32,972
35
$773K 0.61%
+9,654
36
$754K 0.59%
1
-209
37
$748K 0.59%
+10,144
38
$736K 0.58%
+2,617
39
$708K 0.56%
+1,747
40
$671K 0.53%
+1,902
41
$665K 0.52%
+3,366
42
$619K 0.49%
+1,877
43
$595K 0.47%
+5,080
44
$566K 0.44%
770
+483
45
$560K 0.44%
+17,819
46
$559K 0.44%
+3,920
47
$557K 0.44%
1,632
-662
48
$540K 0.42%
+12,526
49
$537K 0.42%
+1,969
50
$487K 0.38%
+639
1
2
3 4 5