RW

Rede Wealth Portfolio holdings

AUM $277M
This Quarter Return
-1.17%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
Cap. Flow
+$3.03M
Cap. Flow %
1.61%
Top 10 Hldgs %
67.95%
Holding
114
New
5
Increased
58
Reduced
31
Closed
5

Top Buys

1
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
$475K
2
NVDA icon
NVIDIA
NVDA
$414K
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$400K
4
AAPL icon
Apple
AAPL
$367K
5
TIP icon
iShares TIPS Bond ETF
TIP
$297K

Top Sells

1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
$411K
2
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$331K
3
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
$316K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
$280K
5
PYPL icon
PayPal
PYPL
$217K

Sector Composition

1 Financials 51.79%
2 Technology 7.23%
3 Healthcare 5.02%
4 Consumer Discretionary 4.16%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KO icon
76
Coca-Cola
KO
$297B
$352K 0.19%
6,704
+100
+2% +$5.25K
PEP icon
77
PepsiCo
PEP
$204B
$351K 0.19%
2,331
+200
+9% +$30.1K
GOVT icon
78
iShares US Treasury Bond ETF
GOVT
$27.9B
$350K 0.19%
13,190
– –
MDLZ icon
79
Mondelez International
MDLZ
$79.5B
$347K 0.18%
5,973
+1,104
+23% +$64.1K
EEM icon
80
iShares MSCI Emerging Markets ETF
EEM
$19B
$338K 0.18%
6,706
– –
IDLV icon
81
Invesco S&P International Developed Low Volatility ETF
IDLV
$330M
$337K 0.18%
11,012
-2,490
-18% -$76.2K
RSPT icon
82
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.72B
$331K 0.18%
1,148
-346
-23% -$99.8K
ITOT icon
83
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$328K 0.17%
3,337
-70
-2% -$6.88K
ABBV icon
84
AbbVie
ABBV
$372B
$324K 0.17%
3,010
+514
+21% +$55.3K
BSCP icon
85
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.03B
$316K 0.17%
14,249
+1,044
+8% +$23.2K
EEMV icon
86
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.59B
$315K 0.17%
5,025
-899
-15% -$56.4K
LQD icon
87
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$304K 0.16%
2,282
-306
-12% -$40.8K
UNP icon
88
Union Pacific
UNP
$133B
$302K 0.16%
1,540
– –
WMT icon
89
Walmart
WMT
$774B
$297K 0.16%
2,132
+400
+23% +$55.7K
CB icon
90
Chubb
CB
$110B
$280K 0.15%
1,616
– –
IEF icon
91
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
$280K 0.15%
2,434
-182
-7% -$20.9K
BSCO
92
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$272K 0.15%
12,289
+734
+6% +$16.2K
F icon
93
Ford
F
$46.8B
$268K 0.14%
+18,960
New +$268K
IUSB icon
94
iShares Core Total USD Bond Market ETF
IUSB
$34B
$256K 0.14%
+4,807
New +$256K
D icon
95
Dominion Energy
D
$51.1B
$249K 0.13%
3,406
-223
-6% -$16.3K
IHI icon
96
iShares US Medical Devices ETF
IHI
$4.33B
$241K 0.13%
3,843
+3,176
+476% +$199K
PM icon
97
Philip Morris
PM
$260B
$238K 0.13%
2,513
– –
KRMA icon
98
Global X Conscious Companies ETF
KRMA
$673M
$235K 0.13%
7,499
– –
PAA icon
99
Plains All American Pipeline
PAA
$12.7B
$234K 0.12%
22,986
+18
+0.1% +$183
BIV icon
100
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$233K 0.12%
+2,608
New +$233K
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4
5