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
251
$67.1K 0.05%
+195
252
$66.9K 0.05%
+9,515
253
$66.8K 0.05%
+202
254
$66K 0.05%
+171
255
$66K 0.05%
+181
256
$65.3K 0.05%
+413
257
$65.1K 0.05%
+985
258
$65.1K 0.05%
+4,650
259
$64.8K 0.05%
+1,090
260
$64.7K 0.05%
+1,331
261
$64.1K 0.05%
+6,174
262
$63.9K 0.05%
+1,013
263
$62.9K 0.05%
+1,165
264
$62.8K 0.05%
+10,181
265
$62.6K 0.05%
+1,495
266
$62.5K 0.05%
+10,550
267
$61.9K 0.05%
+2,750
268
$61.9K 0.05%
+8,350
269
$61.2K 0.05%
+1,250
270
$61.2K 0.05%
+7,230
271
$60.7K 0.05%
+1,750
272
$60.6K 0.05%
+3,000
273
$60.6K 0.05%
+1,148
274
$60.6K 0.05%
+119
275
$60.4K 0.05%
+837