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
126
– –
-27,406
127
– –
-7,769
128
– –
-3,105
129
– –
-2,261
130
– –
-1,004
131
– –
-19,437
132
– –
-1,017
133
– –
-11,413
134
– –
-5,946
135
– –
-29,376
136
– –
-37,625
137
– –
-1,398
138
– –
-7,265
139
– –
-4,916
140
– –
-8,984
141
– –
-3,786
142
– –
-5,409
143
– –
-71,293
144
– –
-28,893
145
– –
-6,640
146
– –
-5,909
147
– –
-1,285
148
– –
-3,952
149
– –
-20,622
150
– –
-12,082
4 5
6
7 8