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
NSC icon
51
Norfolk Southern
NSC
$65.4B
$614K 0.22%
2,399
-75
SHOP icon
52
Shopify
SHOP
$211B
$613K 0.22%
5,312
IEI icon
53
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$588K 0.21%
4,937
-23
IDEV icon
54
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$552K 0.2%
7,265
+31
CB icon
55
Chubb
CB
$107B
$550K 0.2%
1,897
+1
BIL icon
56
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$543K 0.2%
5,918
-503
NULG icon
57
Nuveen ESG Large-Cap Growth ETF
NULG
$1.8B
$525K 0.19%
5,584
VB icon
58
Vanguard Small-Cap ETF
VB
$68.1B
$484K 0.17%
2,044
-98
IGSB icon
59
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$474K 0.17%
8,984
-107
SUB icon
60
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$471K 0.17%
4,432
-1,464
RTX icon
61
RTX Corp
RTX
$234B
$461K 0.17%
3,159
-310
FLIN icon
62
Franklin FTSE India ETF
FLIN
$2.54B
$455K 0.16%
11,413
+141
SBUX icon
63
Starbucks
SBUX
$97.3B
$436K 0.16%
4,763
-188
CSX icon
64
CSX Corp
CSX
$67.7B
$433K 0.16%
13,268
-200
ASML icon
65
ASML
ASML
$399B
$432K 0.16%
539
+35
EMXC icon
66
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
$425K 0.15%
6,738
+150
SCHF icon
67
Schwab International Equity ETF
SCHF
$52.4B
$406K 0.15%
18,354
CSCO icon
68
Cisco
CSCO
$281B
$403K 0.15%
5,802
-171
MDLZ icon
69
Mondelez International
MDLZ
$81.3B
$398K 0.14%
5,909
-24
KO icon
70
Coca-Cola
KO
$305B
$397K 0.14%
5,617
TFC icon
71
Truist Financial
TFC
$56.2B
$395K 0.14%
9,189
+4
EQAL icon
72
Invesco Russell 1000 Equal Weight ETF
EQAL
$697M
$383K 0.14%
7,769
+1,184
PAA icon
73
Plains All American Pipeline
PAA
$11.5B
$378K 0.14%
20,622
+29
UNP icon
74
Union Pacific
UNP
$135B
$375K 0.14%
1,628
ETN icon
75
Eaton
ETN
$146B
$358K 0.13%
1,004
1 2
3
4 5