RW
Rede Wealth Portfolio holdings
AUM
$277M
This Quarter Return
+9.51%
1 Year Return
+20.54%
3 Year Return
+84.21%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
70.21%
Holding
92
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$69.6M |
| 2 |
Apple
AAPL
|
$6.67M |
| 3 |
Johnson & Johnson
JNJ
|
$6.38M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$5.16M |
| 5 |
Amazon
AMZN
|
$4.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 49.98% |
| 2 | Technology | 7.39% |
| 3 | Healthcare | 5.39% |
| 4 | Consumer Discretionary | 4.67% |
| 5 | Industrials | 2.7% |
