RFN

Redwood Financial Network Portfolio holdings

AUM $158M
1-Year Est. Return 17.74%
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$458K
3
+$442K
4
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$384K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$329K

Top Sells

1
+$1.01M
2
+$636K
3
+$563K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$515K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$444K

Sector Composition

1 Technology 8.28%
2 Communication Services 3.91%
3 Consumer Discretionary 3.18%
4 Financials 2.23%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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-8,703
155
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156
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157
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-5,407
158
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-1,568
159
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-7,373
160
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-3,594
3 4 5 6
7