RW

Rede Wealth Portfolio holdings

AUM $288M
1-Year Est. Return 22.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$8.51M
3
+$6.47M
4
AMZN icon
Amazon
AMZN
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.47M

Top Sells

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

Sector Composition

1 Financials 58.83%
2 Technology 8.57%
3 Healthcare 3.1%
4 Consumer Discretionary 2.6%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPLV icon
51
Invesco S&P 500 Low Volatility ETF
SPLV
$8.14B
$603K 0.21%
+8,447
EMXC icon
52
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.3B
$597K 0.21%
+8,212
NULG icon
53
Nuveen ESG Large-Cap Growth ETF
NULG
$2.21B
$590K 0.21%
+6,033
ADP icon
54
Automatic Data Processing
ADP
$89.7B
$576K 0.2%
2,238
-1,526
T icon
55
AT&T
T
$203B
$572K 0.2%
+23,020
RTX icon
56
RTX Corp
RTX
$274B
$564K 0.2%
+3,076
CB icon
57
Chubb
CB
$130B
$532K 0.18%
+1,703
PDBC icon
58
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.03B
$528K 0.18%
+39,886
GLW icon
59
Corning
GLW
$116B
$521K 0.18%
+5,946
SUB icon
60
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$513K 0.18%
+4,804
ASML icon
61
ASML
ASML
$527B
$494K 0.17%
+462
VB icon
62
Vanguard Small-Cap ETF
VB
$70.7B
$486K 0.17%
1,883
+363
CSX icon
63
CSX Corp
CSX
$76.5B
$481K 0.17%
+13,268
TFC icon
64
Truist Financial
TFC
$60.6B
$442K 0.15%
+8,975
SCHF icon
65
Schwab International Equity ETF
SCHF
$58.3B
$440K 0.15%
+18,304
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$3.64T
$428K 0.15%
1,368
-4,366
TSLA icon
67
Tesla
TSLA
$1.52T
$397K 0.14%
882
-23,258
ABBV icon
68
AbbVie
ABBV
$411B
$379K 0.13%
1,658
-6,870
BNDX icon
69
Vanguard Total International Bond ETF
BNDX
$75.4B
$378K 0.13%
+7,817
KO icon
70
Coca-Cola
KO
$331B
$372K 0.13%
5,317
-11,557
PAA icon
71
Plains All American Pipeline
PAA
$15.5B
$371K 0.13%
+20,683
CAT icon
72
Caterpillar
CAT
$329B
$370K 0.13%
+646
UNP icon
73
Union Pacific
UNP
$154B
$366K 0.13%
+1,584
ICSH icon
74
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.05B
$365K 0.13%
7,215
+3,033
MMM icon
75
3M
MMM
$82.3B
$362K 0.13%
2,258
+363
1 2
3
4 5