RFN
Redwood Financial Network Portfolio holdings
AUM
$148M
This Quarter Return
-3.74%
1 Year Return
+16.08%
3 Year Return
+60.93%
5 Year Return
–
10 Year Return
–
AUM
$87.7M
AUM Growth
+$87.7M
(-4.4%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
137
New
5
Increased
66
Reduced
47
Closed
8
Top Buys
| 1 |
Tesla
TSLA
|
$545K |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$517K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$501K |
| 4 |
W.P. Carey
WPC
|
$352K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$291K |
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$252K |
| 2 |
NVIDIA
NVDA
|
$247K |
| 3 |
ServiceNow
NOW
|
$236K |
| 4 |
Medtronic
MDT
|
$226K |
| 5 |
Duke Energy
DUK
|
$224K |
Sector Composition
| 1 | Technology | 5.06% |
| 2 | Healthcare | 3.34% |
| 3 | Communication Services | 3.19% |
| 4 | Consumer Discretionary | 2.34% |
| 5 | Financials | 1.74% |
