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
FDX icon
151
FedEx
FDX
$64.7B
– –
-1,017
FLIN icon
152
Franklin FTSE India ETF
FLIN
$2.61B
– –
-11,413
GLW icon
153
Corning
GLW
$73.7B
– –
-5,946
HYMB icon
154
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.82B
– –
-29,376
IAUM icon
155
iShares Gold Trust Micro
IAUM
$5.61B
– –
-37,625
ICE icon
156
Intercontinental Exchange
ICE
$90B
– –
-1,398
IDEV icon
157
iShares Core MSCI International Developed Markets ETF
IDEV
$23.8B
– –
-7,265
IDU icon
158
iShares US Utilities ETF
IDU
$1.85B
– –
-2,074
IEF icon
159
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
– –
-3,331
IEI icon
160
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
– –
-4,937
IGIB icon
161
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.8B
– –
-4,916
IGSB icon
162
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
– –
-8,984
IMCB icon
163
iShares Morningstar Mid-Cap ETF
IMCB
$1.38B
– –
-10,445
IMCG icon
164
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.13B
– –
-3,786
ISTB icon
165
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.68B
– –
-5,409
ITOT icon
166
iShares Core S&P Total US Stock Market ETF
ITOT
$80.7B
– –
-71,293
IXUS icon
167
iShares Core MSCI Total International Stock ETF
IXUS
$51.3B
– –
-28,893
IYW icon
168
iShares US Technology ETF
IYW
$21.4B
– –
-4,868
MA icon
169
Mastercard
MA
$490B
– –
-1,219
MBB icon
170
iShares MBS ETF
MBB
$39.1B
– –
-6,640
MDLZ icon
171
Mondelez International
MDLZ
$70.9B
– –
-5,909
MTUM icon
172
iShares MSCI USA Momentum Factor ETF
MTUM
$20.6B
– –
-1,285
NSC icon
173
Norfolk Southern
NSC
$66B
– –
-2,399
NULG icon
174
Nuveen ESG Large-Cap Growth ETF
NULG
$1.95B
– –
-5,584
NULV icon
175
Nuveen ESG Large-Cap Value ETF
NULV
$1.93B
– –
-6,712
4 5 6
7
8