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
EMXC icon
76
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
$363K 0.13%
+6,588
SPTI icon
77
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.3B
$353K 0.12%
12,359
-774
MMM icon
78
3M
MMM
$88.8B
$338K 0.12%
2,305
ASML icon
79
ASML
ASML
$398B
$334K 0.12%
504
+9
IEF icon
80
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
$319K 0.11%
3,350
-66
EQAL icon
81
Invesco Russell 1000 Equal Weight ETF
EQAL
$695M
$311K 0.11%
6,585
-36
DIS icon
82
Walt Disney
DIS
$206B
$292K 0.1%
2,958
NULV icon
83
Nuveen ESG Large-Cap Value ETF
NULV
$1.86B
$285K 0.1%
7,027
-426
ISTB icon
84
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$282K 0.1%
5,833
-153
PZA icon
85
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.28B
$278K 0.1%
12,082
ESGU icon
86
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$276K 0.1%
2,261
ETN icon
87
Eaton
ETN
$145B
$273K 0.1%
1,004
+8
GLW icon
88
Corning
GLW
$73.7B
$272K 0.1%
5,946
-25
IMCG icon
89
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.2B
$270K 0.1%
3,786
CAT icon
90
Caterpillar
CAT
$246B
$267K 0.09%
810
-74
XLP icon
91
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$266K 0.09%
3,263
+717
MTUM icon
92
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
$263K 0.09%
1,302
-42
QQEW icon
93
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.95B
$262K 0.09%
2,169
GOOGL icon
94
Alphabet (Google) Class A
GOOGL
$3.03T
$261K 0.09%
1,685
-8
IGIB icon
95
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$258K 0.09%
4,910
-84
QQQ icon
96
Invesco QQQ Trust
QQQ
$388B
$256K 0.09%
546
-3
ESGD icon
97
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$254K 0.09%
3,105
-181
BNDX icon
98
Vanguard Total International Bond ETF
BNDX
$69.9B
$253K 0.09%
5,184
-261
FDX icon
99
FedEx
FDX
$57.3B
$247K 0.09%
1,011
+5
ICE icon
100
Intercontinental Exchange
ICE
$89.8B
$241K 0.09%
1,398
-10
1 2 3
4
5