RW

Rede Wealth Portfolio holdings

AUM $127M
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
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
+$12.6M
2
+$10.3M
3
+$6.74M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.5M
5
UBER icon
Uber
UBER
+$4.04M

Top Sells

1
+$158M
2
+$9.63M
3
+$6.11M
4
NVDA icon
NVIDIA
NVDA
+$4.05M
5
AMZN icon
Amazon
AMZN
+$3.7M

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
CNI icon
51
Canadian National Railway
CNI
$60.4B
$483K 0.38%
+5,117
QQQ icon
52
Invesco QQQ Trust
QQQ
$409B
$481K 0.38%
800
+254
VYM icon
53
Vanguard High Dividend Yield ETF
VYM
$68.2B
$480K 0.38%
+3,407
NOBL icon
54
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$474K 0.37%
+4,600
PH icon
55
Parker-Hannifin
PH
$111B
$448K 0.35%
+591
MRK icon
56
Merck
MRK
$248B
$447K 0.35%
+5,269
IWO icon
57
iShares Russell 2000 Growth ETF
IWO
$13.2B
$444K 0.35%
+1,388
VOE icon
58
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$439K 0.34%
+2,503
GE icon
59
GE Aerospace
GE
$300B
$416K 0.33%
+1,382
PDP icon
60
Invesco Dorsey Wright Momentum ETF
PDP
$1.32B
$415K 0.33%
+3,519
PWB icon
61
Invesco Large Cap Growth ETF
PWB
$1.43B
$414K 0.33%
+3,301
BKLN icon
62
Invesco Senior Loan ETF
BKLN
$6.38B
$408K 0.32%
+19,513
IJH icon
63
iShares Core S&P Mid-Cap ETF
IJH
$102B
$404K 0.32%
+6,184
VB icon
64
Vanguard Small-Cap ETF
VB
$69.7B
$388K 0.3%
1,520
-524
MCD icon
65
McDonald's
MCD
$222B
$385K 0.3%
1,267
-2,367
NFLX icon
66
Netflix
NFLX
$425B
$382K 0.3%
3,190
-9,950
PM icon
67
Philip Morris
PM
$230B
$362K 0.28%
2,233
+819
VTIP icon
68
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$351K 0.28%
6,932
-28,741
COST icon
69
Costco
COST
$397B
$346K 0.27%
+374
PLTR icon
70
Palantir
PLTR
$433B
$342K 0.27%
+1,875
FLOT icon
71
iShares Floating Rate Bond ETF
FLOT
$8.96B
$329K 0.26%
+6,446
GS icon
72
Goldman Sachs
GS
$256B
$323K 0.25%
+406
UL icon
73
Unilever
UL
$146B
$314K 0.25%
+5,301
TDY icon
74
Teledyne Technologies
TDY
$24.5B
$313K 0.25%
+534
VZ icon
75
Verizon
VZ
$176B
$306K 0.24%
6,964
-10,438
1 2
3
4 5