RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $239M
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$423K
3
+$295K
4
CRWD icon
CrowdStrike
CRWD
+$255K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$240K

Top Sells

1
+$140K
2
+$128K
3
+$121K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$74.5K
5
UBER icon
Uber
UBER
+$62.9K

Sector Composition

1 Technology 23.21%
2 Energy 10.46%
3 Healthcare 8.95%
4 Communication Services 8.34%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81.1K 0.06%
+8,960
227
$80.7K 0.06%
+1,461
228
$80.3K 0.06%
+1,600
229
$80.3K 0.06%
+2,906
230
$80.1K 0.06%
+139
231
$80.1K 0.06%
+4,875
232
$79.4K 0.06%
+20,192
233
$76.5K 0.06%
+1,350
234
$76.1K 0.06%
+977
235
$75.9K 0.06%
+1,908
236
$75K 0.06%
+1,945
237
$73.7K 0.06%
+1,882
238
$73.4K 0.06%
+642
239
$72.5K 0.05%
+1,750
240
$72K 0.05%
+1,650
241
$72K 0.05%
+4,885
242
$71.3K 0.05%
+1,851
243
$70.8K 0.05%
+2,046
244
$69.7K 0.05%
+7,214
245
$69.3K 0.05%
+10,743
246
$68.6K 0.05%
+250
247
$68.4K 0.05%
+249
248
$68.1K 0.05%
+1,500
249
$67.8K 0.05%
+958
250
$67.3K 0.05%
+1,580
8 9
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