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
$127M
AUM Growth
-$150M
(-54%)
Holding
185
Top Buys
| 1 | +$12.3M | |
| 2 | +$8M | |
| 3 | +$6.41M | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$5.36M |
| 5 |
Uber
UBER
|
+$3.85M |
Top Sells
| 1 | +$152M | |
| 2 | +$9.63M | |
| 3 | +$5.65M | |
| 4 |
Amazon
AMZN
|
+$3.81M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Schwab US Mid-Cap ETF
SCHM
$13B
| – | – |
-35,930
|
|
||
177
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
| – | – |
-102,393
|
|
||
178
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
| – | – |
-46,625
|
|
||
179
Schwab US Large- Cap ETF
SCHX
$62.9B
| – | – |
-31,782
|
|
||
180
Shopify
SHOP
$170B
| – | – |
-5,312
|
|
||
181
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
| – | – |
-16,804
|
|
||
182
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
| – | – |
-58,546
|
|
||
183
Vanguard Value ETF
VTV
$165B
| – | – |
-4,749
|
|
||
184
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.5B
| – | – |
-3,732
|
|
||
|
ETH
185
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
| – | – |
-31,258
|
|