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
$278M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$606K
3
+$421K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$372K

Top Sells

1
+$1.06M
2
+$371K
3
+$365K
4
BCD icon
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
+$357K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$318K

Sector Composition

1 Financials 57.65%
2 Technology 8.27%
3 Healthcare 3.64%
4 Consumer Discretionary 2.4%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBUX icon
76
Starbucks
SBUX
$111B
$359K 0.13%
4,006
-156
MBB icon
77
iShares MBS ETF
MBB
$38.8B
$344K 0.12%
3,625
-15
ETN icon
78
Eaton
ETN
$159B
$340K 0.12%
950
MMM icon
79
3M
MMM
$77.6B
$328K 0.12%
2,258
BIL icon
80
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$48B
$321K 0.12%
3,498
-13
ESGU icon
81
iShares ESG Aware MSCI USA ETF
ESGU
$16.2B
$318K 0.11%
2,247
IGSB icon
82
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
$316K 0.11%
6,021
+597
VZ icon
83
Verizon
VZ
$193B
$304K 0.11%
6,059
QQQ icon
84
Invesco QQQ Trust
QQQ
$419B
$302K 0.11%
524
-18
MDLZ icon
85
Mondelez International
MDLZ
$72B
$301K 0.11%
5,221
+7
MTUM icon
86
iShares MSCI USA Momentum Factor ETF
MTUM
$23B
$301K 0.11%
1,253
-25
IMCG icon
87
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.42B
$298K 0.11%
3,786
EQAL icon
88
Invesco Russell 1000 Equal Weight ETF
EQAL
$797M
$298K 0.11%
5,406
-16
OKE icon
89
Oneok
OKE
$53.4B
$297K 0.11%
3,281
TSLA icon
90
Tesla
TSLA
$1.45T
$293K 0.11%
789
-93
CSCO icon
91
Cisco
CSCO
$354B
$279K 0.1%
3,598
-1,032
QQEW icon
92
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.67B
$275K 0.1%
2,169
PWR icon
93
Quanta Services
PWR
$91B
$275K 0.1%
500
DIS icon
94
Walt Disney
DIS
$185B
$266K 0.1%
2,759
+1
NULV icon
95
Nuveen ESG Large-Cap Value ETF
NULV
$2.01B
$263K 0.09%
5,788
+126
HXL icon
96
Hexcel
HXL
$6.57B
$256K 0.09%
3,160
+2
BK icon
97
Bank of New York Mellon
BK
$94.7B
$254K 0.09%
2,142
+2
SLV icon
98
iShares Silver Trust
SLV
$38.8B
$251K 0.09%
+3,686
IDU icon
99
iShares US Utilities ETF
IDU
$1.59B
$241K 0.09%
2,074
TSM icon
100
TSMC
TSM
$1.91T
$237K 0.09%
700
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4
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