RW
Rede Wealth Portfolio holdings
AUM
$288M
1-Year Est. Return
22.74%
This Fund
S&P 500
1 Year Est. Return
+22.74%
AUM
$288M
AUM Growth
+$160M
(+126%)
Holding
188
Top Buys
| 1 | +$155M | |
| 2 | +$8.51M | |
| 3 | +$6.47M | |
| 4 |
Amazon
AMZN
|
+$3.56M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$3.47M |
Top Sells
| 1 | +$12.6M | |
| 2 | +$10.3M | |
| 3 | +$6.74M | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$5.5M |
| 5 |
Uber
UBER
|
+$4.04M |
Sector Composition
| 1 | Financials | 58.83% |
| 2 | Technology | 8.57% |
| 3 | Healthcare | 3.1% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Industrials | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Parker-Hannifin
PH
$122B
| – | – |
-591
|
|
||
177
Palantir
PLTR
$365B
| – | – |
-1,875
|
|
||
178
PNC Financial Services
PNC
$85.7B
| – | – |
-5,259
|
|
||
179
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
| – | – |
-19,057
|
|
||
180
Vanguard FTSE Developed Markets ETF
VEA
$204B
| – | – |
-210,997
|
|
||
181
Vanguard Global ex-US Real Estate ETF
VNQI
$3.55B
| – | – |
-17,334
|
|
||
182
Vanguard Mid-Cap ETF
VO
$93.4B
| – | – |
-2,536
|
|
||
183
Vanguard High Dividend Yield ETF
VYM
$72.5B
| – | – |
-3,407
|
|
||
184
Wells Fargo
WFC
$253B
| – | – |
-2,390
|
|
||
185
Williams Companies
WMB
$91.3B
| – | – |
-4,654
|
|
||
186
Walmart Inc
WMT
$983B
| – | – |
-7,976
|
|
||
187
W.R. Berkley
WRB
$26.1B
| – | – |
-2,739
|
|
||
188
Zebra Technologies
ZBRA
$11.3B
| – | – |
-722
|
|