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
AON icon
51
Aon
AON
$71.9B
$613K 0.22%
1,898
MA icon
52
Mastercard
MA
$456B
$607K 0.22%
1,215
+1
RTX icon
53
RTX Corp
RTX
$252B
$593K 0.21%
3,076
PDBC icon
54
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.16B
$564K 0.2%
32,571
-7,315
SPLV icon
55
Invesco S&P 500 Low Volatility ETF
SPLV
$7.26B
$557K 0.2%
7,612
-835
CB icon
56
Chubb
CB
$128B
$555K 0.2%
1,703
SUB icon
57
iShares Short-Term National Muni Bond ETF
SUB
$11B
$551K 0.2%
5,170
+366
CSX icon
58
CSX Corp
CSX
$80.7B
$545K 0.2%
13,268
VB icon
59
Vanguard Small-Cap ETF
VB
$76.8B
$518K 0.19%
1,978
+95
NULG icon
60
Nuveen ESG Large-Cap Growth ETF
NULG
$2.6B
$494K 0.18%
5,437
-596
CVX icon
61
Chevron
CVX
$370B
$484K 0.17%
2,338
+1
CAT icon
62
Caterpillar
CAT
$373B
$458K 0.16%
646
SCHF icon
63
Schwab International Equity ETF
SCHF
$62.1B
$457K 0.16%
18,478
+174
ADP icon
64
Automatic Data Processing
ADP
$81.7B
$455K 0.16%
2,238
ISTB icon
65
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.74B
$450K 0.16%
9,282
+3,294
IEI icon
66
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$444K 0.16%
3,746
-1,567
PAA icon
67
Plains All American Pipeline
PAA
$14.9B
$430K 0.15%
19,250
-1,433
BNDX icon
68
Vanguard Total International Bond ETF
BNDX
$77.8B
$414K 0.15%
8,607
+790
TFC icon
69
Truist Financial
TFC
$63.4B
$413K 0.15%
8,978
+3
KO icon
70
Coca-Cola
KO
$322B
$404K 0.15%
5,317
GOOGL icon
71
Alphabet (Google) Class A
GOOGL
$4.02T
$399K 0.14%
1,388
+20
V icon
72
Visa
V
$596B
$390K 0.14%
1,291
-893
UNP icon
73
Union Pacific
UNP
$149B
$384K 0.14%
1,584
FDX icon
74
FedEx
FDX
$94.2B
$368K 0.13%
1,035
+5
ABBV icon
75
AbbVie
ABBV
$363B
$362K 0.13%
1,662
+4
1 2
3
4 5