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
401
$24.8K 0.02%
+1,785
402
$24.7K 0.02%
+242
403
$24.7K 0.02%
+621
404
$24.5K 0.02%
+207
405
$24.5K 0.02%
+2,202
406
$24.4K 0.02%
+426
407
$24.3K 0.02%
+300
408
$24.2K 0.02%
+147
409
$24.1K 0.02%
+367
410
$24K 0.02%
+1,600
411
$23.7K 0.02%
+8
412
$23.6K 0.02%
+500
413
$23.5K 0.02%
+44
414
$23.4K 0.02%
+101
415
$23.4K 0.02%
+157
416
$23.1K 0.02%
+1,100
417
$23K 0.02%
+1,720
418
$22.8K 0.02%
+212
419
$22.8K 0.02%
+5,000
420
$22.6K 0.02%
+645
421
$22.6K 0.02%
+530
422
$22.5K 0.02%
+252
423
$22.2K 0.02%
+214
424
$22.1K 0.02%
+214
425
$21.7K 0.02%
+101