RFN
Redwood Financial Network Portfolio holdings
AUM
$148M
This Quarter Return
+3.46%
1 Year Return
+16.08%
3 Year Return
+60.93%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+5.1%)
Cap. Flow
+$4.42M
Cap. Flow
% of AUM
3.3%
Top 10 Holdings %
Top 10 Hldgs %
28.58%
Holding
165
New
16
Increased
66
Reduced
69
Closed
7
Top Buys
| 1 |
VanEck IG Floating Rate ETF
FLTR
|
$1.43M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.22M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$866K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$843K |
| 5 |
iShares US Technology ETF
IYW
|
$725K |
Top Sells
Sector Composition
| 1 | Technology | 9.69% |
| 2 | Communication Services | 4.66% |
| 3 | Consumer Discretionary | 3.4% |
| 4 | Financials | 3.09% |
| 5 | Healthcare | 1.26% |
