RW
Rede Wealth Portfolio holdings
AUM
$278M
1-Year Est. Return
9.19%
This Fund
S&P 500
1 Year Est. Return
+9.19%
AUM
$278M
AUM Growth
-$9.73M
(-3.4%)
Holding
112
Top Buys
| 1 | +$686K | |
| 2 | +$606K | |
| 3 | +$421K | |
| 4 |
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
|
+$406K |
| 5 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$372K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$371K | |
| 3 | +$365K | |
| 4 |
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
|
+$357K |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$318K |
Sector Composition
| 1 | Financials | 57.65% |
| 2 | Technology | 8.27% |
| 3 | Healthcare | 3.64% |
| 4 | Consumer Discretionary | 2.4% |
| 5 | Energy | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Philip Morris
PM
$239B
| $234K | 0.08% |
1,414
|
|
||
102
iShares 7-10 Year Treasury Bond ETF
IEF
$48.6B
| $233K | 0.08% |
2,442
-6
|
|
||
103
VanEck Bitcoin Trust
HODL
$1.38B
| $229K | 0.08% |
11,939
-2,360
|
|
||
104
MasTec
MTZ
$29.3B
| $224K | 0.08% |
+695
|
|
||
105
iShares ESG Screened S&P Mid-Cap ETF
XJH
$373M
| $209K | 0.08% |
4,609
-534
|
|
||
106
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
| $209K | 0.08% |
+2,546
|
|
||
107
Allstate
ALL
$55.9B
| $207K | 0.07% |
1,000
|
|
||
108
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
| $201K | 0.07% |
2,104
-1,380
|
|
||
|
109
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$399M
| – | – |
-11,547
|
|
||
110
IBM
IBM
$240B
| – | – |
-745
|
|
||
111
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.27B
| – | – |
-7,215
|
|
||
112
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.54B
| – | – |
-4,400
|
|