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
$288M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$8.51M
3
+$6.47M
4
AMZN icon
Amazon
AMZN
+$3.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.47M

Top Sells

1
+$12.6M
2
+$10.3M
3
+$6.74M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.5M
5
UBER icon
Uber
UBER
+$4.04M

Sector Composition

1 Financials 58.83%
2 Technology 8.57%
3 Healthcare 3.1%
4 Consumer Discretionary 2.6%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCD icon
76
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$418M
$357K 0.12%
+11,547
CSCO icon
77
Cisco
CSCO
$479B
$357K 0.12%
+4,630
CVX icon
78
Chevron
CVX
$373B
$356K 0.12%
+2,337
HODL icon
79
VanEck Bitcoin Trust
HODL
$1.01B
$354K 0.12%
+14,299
SBUX icon
80
Starbucks
SBUX
$109B
$351K 0.12%
+4,162
MBB icon
81
iShares MBS ETF
MBB
$38.3B
$347K 0.12%
+3,640
ESGU icon
82
iShares ESG Aware MSCI USA ETF
ESGU
$17.1B
$335K 0.12%
+2,247
QQQ icon
83
Invesco QQQ Trust
QQQ
$469B
$333K 0.12%
542
-258
ESGD icon
84
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$331K 0.12%
+3,484
BIL icon
85
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.9B
$321K 0.11%
+3,511
MTUM icon
86
iShares MSCI USA Momentum Factor ETF
MTUM
$26.8B
$320K 0.11%
+1,278
DIS icon
87
Walt Disney
DIS
$173B
$314K 0.11%
+2,758
QQEW icon
88
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.77B
$308K 0.11%
+2,169
ETN icon
89
Eaton
ETN
$154B
$303K 0.11%
+950
IMCG icon
90
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.71B
$302K 0.11%
+3,786
FDX icon
91
FedEx
FDX
$79B
$297K 0.1%
+1,030
ISTB icon
92
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.69B
$292K 0.1%
+5,988
IGSB icon
93
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$287K 0.1%
+5,424
EQAL icon
94
Invesco Russell 1000 Equal Weight ETF
EQAL
$797M
$285K 0.1%
+5,422
MDLZ icon
95
Mondelez International
MDLZ
$79.6B
$281K 0.1%
+5,214
NULV icon
96
Nuveen ESG Large-Cap Value ETF
NULV
$2.11B
$255K 0.09%
+5,662
BNY
97
Bank of New York Mellon
BNY
$97.7B
$248K 0.09%
+2,140
VZ icon
98
Verizon
VZ
$189B
$247K 0.09%
6,059
-905
OKE icon
99
Oneok
OKE
$55.6B
$241K 0.08%
+3,281
IEF icon
100
iShares 7-10 Year Treasury Bond ETF
IEF
$47.7B
$235K 0.08%
+2,448
2 3
4
5 6