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
$127M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8M
3
+$6.41M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.36M
5
UBER icon
Uber
UBER
+$3.85M

Top Sells

1
+$152M
2
+$9.63M
3
+$5.65M
4
AMZN icon
Amazon
AMZN
+$3.81M
5
NVDA icon
NVIDIA
NVDA
+$3.78M

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
51
$483K 0.38%
+5,117
52
$481K 0.38%
800
+254
53
$480K 0.38%
+3,407
54
$474K 0.37%
+9,200
55
$448K 0.35%
+591
56
$447K 0.35%
+5,269
57
$444K 0.35%
+1,388
58
$439K 0.34%
+2,503
59
$416K 0.33%
+1,382
60
$415K 0.33%
+3,519
61
$414K 0.33%
+3,301
62
$408K 0.32%
+19,513
63
$404K 0.32%
+6,184
64
$388K 0.3%
1,520
-524
65
$385K 0.3%
1,267
-2,367
66
$382K 0.3%
3,190
-9,950
67
$362K 0.28%
2,233
+819
68
$351K 0.28%
6,932
-28,741
69
$346K 0.27%
+374
70
$342K 0.27%
+1,875
71
$329K 0.26%
+6,446
72
$323K 0.25%
+406
73
$314K 0.25%
+4,712
74
$313K 0.25%
+534
75
$306K 0.24%
6,964
-10,438
1 2
3
4 5