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
101
$210K 0.16%
+2,739
102
$209K 0.16%
+3,115
103
$206K 0.16%
+335
104
$205K 0.16%
+2,640
105
$204K 0.16%
+1,261
106
$203K 0.16%
174
-519
107
$202K 0.16%
+1,184
108
$200K 0.16%
+3,509
109
$200K 0.16%
+2,390
110
– –
-14,378
111
– –
-1,000
112
– –
-7,390
113
– –
-1,898
114
– –
-539
115
– –
-30,620
116
– –
-5,918
117
– –
-6,797
118
– –
-795
119
– –
-1,897
120
– –
-8,073
121
– –
-13,268
122
– –
-2,335
123
– –
-2,858
124
– –
-6,074
125
– –
-6,738
3 4
5
6 7