RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$223M
1-Year Return
15.51%
This Quarter Return
+3.59%
1 Year Return
+15.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$68.9M
(+52%)
Cap. Flow
+$64.2M
Cap. Flow
% of AUM
31.82%
Top 10 Holdings %
Top 10 Hldgs %
38.93%
Holding
1,238
New
39
Increased
31
Reduced
78
Closed
1,081
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.53M |
| 2 |
Energy Transfer Partners
ET
|
+$986K |
| 3 |
iShares Silver Trust
SLV
|
+$489K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$332K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$226K |
Top Sells
| 1 |
CrowdStrike
CRWD
|
+$294K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
+$292K |
| 3 |
indie Semiconductor
INDI
|
+$292K |
| 4 |
Occidental Petroleum
OXY
|
+$220K |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$212K |
Sector Composition
| 1 | Technology | 13.75% |
| 2 | Energy | 6.11% |
| 3 | Communication Services | 5.19% |
| 4 | Healthcare | 4.58% |
| 5 | Consumer Discretionary | 2.67% |
