RW

Rede Wealth Portfolio holdings

AUM $277M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$363K
3
+$278K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$264K
5
PM icon
Philip Morris
PM
+$224K

Top Sells

1
+$382K
2
+$262K
3
+$245K
4
HXL icon
Hexcel
HXL
+$213K
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$206K

Sector Composition

1 Financials 63.34%
2 Technology 7.44%
3 Healthcare 2.93%
4 Consumer Discretionary 2.46%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.07T
$168M 59.22%
210
AAPL icon
2
Apple
AAPL
$3.9T
$11M 3.89%
49,612
-58
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$78.6B
$8.47M 2.99%
69,380
+2,160
JNJ icon
4
Johnson & Johnson
JNJ
$463B
$6.27M 2.21%
37,799
-459
IVV icon
5
iShares Core S&P 500 ETF
IVV
$667B
$5.85M 2.07%
10,413
+15
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.12M 1.81%
9,612
-9
AMZN icon
7
Amazon
AMZN
$2.36T
$4.89M 1.73%
25,722
-56
NVDA icon
8
NVIDIA
NVDA
$4.4T
$3.38M 1.2%
31,220
+148
MSFT icon
9
Microsoft
MSFT
$3.83T
$3.25M 1.15%
8,659
+46
SPY icon
10
SPDR S&P 500 ETF Trust
SPY
$667B
$2.93M 1.03%
5,229
-20
VTEB icon
11
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$2.92M 1.03%
58,775
+9,922
XOM icon
12
Exxon Mobil
XOM
$480B
$2.41M 0.85%
20,251
-569
SCHO icon
13
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$2.39M 0.84%
98,231
-6,173
SPYG icon
14
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.6B
$1.94M 0.69%
24,191
+83
IXUS icon
15
iShares Core MSCI Total International Stock ETF
IXUS
$50.2B
$1.86M 0.66%
26,709
+169
VTIP icon
16
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$1.68M 0.59%
33,687
-3,663
UNH icon
17
UnitedHealth
UNH
$333B
$1.67M 0.59%
3,184
-182
QQQM icon
18
Invesco NASDAQ 100 ETF
QQQM
$64.1B
$1.56M 0.55%
8,091
+512
SPHY icon
19
SPDR Portfolio High Yield Bond ETF
SPHY
$9.25B
$1.44M 0.51%
61,676
+5,105
COIN icon
20
Coinbase
COIN
$87.2B
$1.38M 0.49%
8,027
+50
AGG icon
21
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.32M 0.46%
13,307
-8
NFLX icon
22
Netflix
NFLX
$527B
$1.23M 0.43%
1,314
-4
PG icon
23
Procter & Gamble
PG
$356B
$1.16M 0.41%
6,796
-8
IAUM icon
24
iShares Gold Trust Micro
IAUM
$4.81B
$1.14M 0.4%
36,532
-78
MCD icon
25
McDonald's
MCD
$220B
$1.14M 0.4%
3,634
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