RW

Rede Wealth Portfolio holdings

AUM $278M
1-Year Est. Return 9.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.19%
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
+$12.3M
2
+$8M
3
+$6.41M
4
DVY icon
iShares Select Dividend ETF
DVY
+$5.36M
5
UBER icon
Uber
UBER
+$3.85M

Top Sells

1
+$152M
2
+$9.63M
3
+$5.65M
4
AMZN icon
Amazon
AMZN
+$3.81M
5
NVDA icon
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
1
$12.6M 9.93%
+210,997
2
$10.7M 8.43%
24,140
+23,073
3
$10.7M 8.37%
41,839
-7,666
4
$6.74M 5.29%
+124,438
5
$5.5M 4.32%
+38,710
6
$5.42M 4.26%
10,465
+1,878
7
$4.52M 3.55%
6,752
-3,800
8
$4.04M 3.17%
+41,195
9
$3.23M 2.54%
+63,666
10
$2.5M 1.96%
+92,749
11
$2.48M 1.94%
+6,773
12
$2.25M 1.77%
19,946
-195
13
$2.18M 1.71%
+8,936
14
$1.97M 1.55%
8,528
+6,781
15
$1.95M 1.53%
8,875
-16,837
16
$1.81M 1.42%
9,721
-21,685
17
$1.58M 1.24%
3,142
-6,119
18
$1.52M 1.2%
+19,057
19
$1.44M 1.13%
+51,758
20
$1.39M 1.09%
5,734
+4,051
21
$1.39M 1.09%
+2,255
22
$1.17M 0.92%
+9,459
23
$1.14M 0.9%
3,617
+126
24
$1.14M 0.89%
1,703
-3,330
25
$1.13M 0.89%
16,874
+11,257
1
2 3 4 5