RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
-0.42%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(-2.2%)
Cap. Flow
+$822K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
74.93%
Holding
107
New
2
Increased
37
Reduced
39
Closed
1
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$258K |
| 2 |
IBM
IBM
|
$219K |
| 3 |
Meta Platforms (Facebook)
META
|
$212K |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$169K |
| 5 |
Vanguard Value ETF
VTV
|
$136K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$200K |
| 2 |
Tesla
TSLA
|
$196K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$171K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$156K |
| 5 |
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% |
