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
76
$303K 0.24%
+1,072
77
$295K 0.23%
+4,654
78
$294K 0.23%
1,895
-363
79
$293K 0.23%
849
-2,043
80
$291K 0.23%
+854
81
$288K 0.23%
+869
82
$287K 0.23%
+775
83
$279K 0.22%
+6,182
84
$273K 0.21%
+3,620
85
$270K 0.21%
+1,626
86
$261K 0.2%
+1,226
87
$254K 0.2%
+1,032
88
$254K 0.2%
+1,063
89
$253K 0.2%
+1,791
90
$253K 0.2%
+2,638
91
$239K 0.19%
+3,471
92
$236K 0.19%
+3,628
93
$235K 0.18%
+660
94
$235K 0.18%
+3,371
95
$229K 0.18%
+1,341
96
$221K 0.17%
+7,693
97
$221K 0.17%
1,437
-5,374
98
$215K 0.17%
+722
99
$213K 0.17%
+900
100
$212K 0.17%
+4,182
2 3
4
5 6