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
301
$49.9K 0.04%
+300
302
$49.6K 0.04%
+2,200
303
$48.9K 0.04%
+1,450
304
$48.8K 0.04%
+507
305
$48.7K 0.04%
+1,225
306
$48.6K 0.04%
+983
307
$48.2K 0.04%
+3,500
308
$48K 0.04%
+1,290
309
$47.6K 0.04%
+2,100
310
$47.3K 0.04%
+350
311
$46.5K 0.04%
+343
312
$46.2K 0.03%
+313
313
$45.9K 0.03%
+12,515
314
$45.8K 0.03%
+810
315
$45.7K 0.03%
+1,105
316
$45.6K 0.03%
+209
317
$45.5K 0.03%
+6
318
$44.4K 0.03%
+200
319
$44.1K 0.03%
+629
320
$43.7K 0.03%
+687
321
$43.5K 0.03%
+849
322
$43.5K 0.03%
+3,429
323
$43.4K 0.03%
+717
324
$43.3K 0.03%
+500
325
$42.9K 0.03%
+3,800
11 12
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