RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
+3.84%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-54%)
Cap. Flow
-$130M
Cap. Flow
% of AUM
-119.37%
Top 10 Holdings %
Top 10 Hldgs %
47.67%
Holding
101
New
6
Increased
33
Reduced
39
Closed
5
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.35M |
| 2 |
Franklin Bitcoin ETF
EZBC
|
$1.06M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$849K |
| 4 |
iShares Gold Trust Micro
IAUM
|
$814K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$712K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$136M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$1.61M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$1.08M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$314K |
| 5 |
Elevance Health
ELV
|
$221K |
Sector Composition
| 1 | Technology | 19.79% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.17% |
| 4 | Consumer Discretionary | 6.24% |
| 5 | Energy | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.3B
| – | – |
-38,616
| Closed | -$1.08M |
|