RW
Rede Wealth Portfolio holdings
AUM
$277M
1-Year Est. Return
20.54%
1 Year Est. Return
+20.54%
AUM
$277M
AUM Growth
-$6.09M
(-2.2%)
Holding
107
Top Buys
| 1 | +$258K | |
| 2 | +$219K | |
| 3 | +$212K | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$169K |
| 5 |
Vanguard Value ETF
VTV
|
+$136K |
Top Sells
| 1 | +$200K | |
| 2 | +$196K | |
| 3 | +$171K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$156K |
| 5 |
Automatic Data Processing
ADP
|
+$137K |
Sector Composition
| 1 | Financials | 59.81% |
| 2 | Technology | 8.47% |
| 3 | Consumer Discretionary | 2.7% |
| 4 | Healthcare | 2.5% |
| 5 | Energy | 1.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
FedEx
FDX
$57.7B
| $231K | 0.08% |
1,017
+6
|
|
||
102
IBM
IBM
$264B
| $219K | 0.08% |
+743
|
|
||
103
iShares US Utilities ETF
IDU
$1.69B
| $217K | 0.08% |
2,074
|
|
||
104
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| $214K | 0.08% |
2,428
-22
|
|
||
105
Meta Platforms (Facebook)
META
$1.84T
| $212K | 0.08% |
+287
|
|
||
106
Allstate
ALL
$51.3B
| $201K | 0.07% |
1,000
|
|
||
107
iShares MSCI EAFE ETF
EFA
$68.3B
| – | – |
-2,452
|
|