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
326
$42.9K 0.03%
+795
327
$42.6K 0.03%
+1,101
328
$42.5K 0.03%
+333
329
$42.3K 0.03%
+3,646
330
$41.8K 0.03%
+1,854
331
$41.4K 0.03%
+472
332
$41.2K 0.03%
+805
333
$40.1K 0.03%
+500
334
$39.8K 0.03%
+850
335
$39.7K 0.03%
+535
336
$39.7K 0.03%
+1,603
337
$39.6K 0.03%
+283
338
$39.5K 0.03%
+22,050
339
$38.9K 0.03%
+1,020
340
$38.8K 0.03%
+244
341
$38K 0.03%
+1,426
342
$37.8K 0.03%
+503
343
$36.9K 0.03%
+1,200
344
$36.8K 0.03%
+2,600
345
$36.8K 0.03%
+2,000
346
$36.6K 0.03%
+900
347
$36.6K 0.03%
+1,200
348
$36.2K 0.03%
+230
349
$36K 0.03%
+435
350
$35.9K 0.03%
+733
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