RW

Rede Wealth Portfolio holdings

AUM $127M
1-Year Est. Return 22.4%
This Quarter Est. Return
1 Year Est. Return
+22.4%
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
+$12.6M
2
+$10.3M
3
+$6.74M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.5M
5
UBER icon
Uber
UBER
+$4.04M

Top Sells

1
+$158M
2
+$9.63M
3
+$6.11M
4
NVDA icon
NVIDIA
NVDA
+$4.05M
5
AMZN icon
Amazon
AMZN
+$3.7M

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
CAT icon
126
Caterpillar
CAT
$303B
– –
-795
CB icon
127
Chubb
CB
$118B
– –
-1,897
COIN icon
128
Coinbase
COIN
$65B
– –
-8,073
CVX icon
129
Chevron
CVX
$332B
– –
-2,335
DIS icon
130
Walt Disney
DIS
$199B
– –
-2,858
DSI icon
131
iShares MSCI KLD 400 Social ETF
DSI
$5.06B
– –
-6,074
EPD icon
132
Enterprise Products Partners
EPD
$71.2B
– –
-27,406
EQAL icon
133
Invesco Russell 1000 Equal Weight ETF
EQAL
$709M
– –
-7,769
ESGD icon
134
iShares ESG Aware MSCI EAFE ETF
ESGD
$11B
– –
-3,105
ESGU icon
135
iShares ESG Aware MSCI USA ETF
ESGU
$15.6B
– –
-2,261
ETN icon
136
Eaton
ETN
$134B
– –
-1,004
EZBC icon
137
Franklin Bitcoin ETF
EZBC
$526M
– –
-19,437
FDX icon
138
FedEx
FDX
$72.5B
– –
-1,017
FLIN icon
139
Franklin FTSE India ETF
FLIN
$2.78B
– –
-11,413
GLW icon
140
Corning
GLW
$80.8B
– –
-5,946
HYMB icon
141
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
– –
-29,376
IAUM icon
142
iShares Gold Trust Micro
IAUM
$6.78B
– –
-37,625
ICE icon
143
Intercontinental Exchange
ICE
$99.2B
– –
-1,398
IDEV icon
144
iShares Core MSCI International Developed Markets ETF
IDEV
$25.2B
– –
-7,265
IDU icon
145
iShares US Utilities ETF
IDU
$1.49B
– –
-2,074
IEF icon
146
iShares 7-10 Year Treasury Bond ETF
IEF
$45.8B
– –
-3,331
IEI icon
147
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-4,937
IGIB icon
148
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.4B
– –
-4,916
IGSB icon
149
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
– –
-8,984
IMCB icon
150
iShares Morningstar Mid-Cap ETF
IMCB
$1.44B
– –
-10,445
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6
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