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
$283M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$363K
3
+$278K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$264K
5
PM icon
Philip Morris
PM
+$224K

Top Sells

1
+$382K
2
+$262K
3
+$245K
4
HXL icon
Hexcel
HXL
+$213K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$206K

Sector Composition

1 Financials 63.34%
2 Technology 7.44%
3 Healthcare 2.93%
4 Consumer Discretionary 2.46%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
51
Norfolk Southern
NSC
$65B
$586K 0.21%
2,474
-76
IEI icon
52
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$586K 0.21%
4,960
-698
CB icon
53
Chubb
CB
$107B
$573K 0.2%
1,896
-4
ETH
54
Grayscale Ethereum Mini Trust ETF
ETH
$2.84B
$557K 0.2%
32,349
+16,170
SPEM icon
55
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$542K 0.19%
13,768
+444
SHOP icon
56
Shopify
SHOP
$211B
$507K 0.18%
5,312
IDEV icon
57
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$498K 0.18%
7,234
-331
SBUX icon
58
Starbucks
SBUX
$97.6B
$486K 0.17%
4,951
IGSB icon
59
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$476K 0.17%
9,091
-180
VB icon
60
Vanguard Small-Cap ETF
VB
$68B
$475K 0.17%
2,142
+15
RTX icon
61
RTX Corp
RTX
$232B
$460K 0.16%
3,469
-337
NULG icon
62
Nuveen ESG Large-Cap Growth ETF
NULG
$1.81B
$437K 0.15%
5,584
-418
TSLA icon
63
Tesla
TSLA
$1.47T
$436K 0.15%
1,683
-269
FLIN icon
64
Franklin FTSE India ETF
FLIN
$2.53B
$415K 0.15%
11,272
+831
PAA icon
65
Plains All American Pipeline
PAA
$11.6B
$412K 0.15%
20,593
-175
MDLZ icon
66
Mondelez International
MDLZ
$79.9B
$403K 0.14%
5,933
-11
KO icon
67
Coca-Cola
KO
$307B
$402K 0.14%
5,617
-90
CSX icon
68
CSX Corp
CSX
$66.5B
$396K 0.14%
13,468
-687
OKE icon
69
Oneok
OKE
$43.4B
$392K 0.14%
3,952
-50
CVX icon
70
Chevron
CVX
$310B
$390K 0.14%
2,334
+1
UNP icon
71
Union Pacific
UNP
$134B
$385K 0.14%
1,628
-75
TFC icon
72
Truist Financial
TFC
$56.1B
$378K 0.13%
9,185
-97
CSCO icon
73
Cisco
CSCO
$280B
$369K 0.13%
5,973
-102
ABBV icon
74
AbbVie
ABBV
$409B
$368K 0.13%
1,759
-130
SCHF icon
75
Schwab International Equity ETF
SCHF
$52.4B
$363K 0.13%
18,354
1 2
3
4 5