RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $232M
1-Year Est. Return 22.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.66%
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
451
$18.8K 0.01%
+900
452
$18.8K 0.01%
+2,500
453
$18.6K 0.01%
+232
454
$18.4K 0.01%
+298
455
$18.4K 0.01%
+185
456
$18.3K 0.01%
+39
457
$18.3K 0.01%
+1,042
458
$18K 0.01%
+1,389
459
$17.7K 0.01%
+6,329
460
$17.5K 0.01%
+1,750
461
$17.5K 0.01%
+290
462
$17.4K 0.01%
+207
463
$17.4K 0.01%
+1,000
464
$17.3K 0.01%
+185
465
$17.1K 0.01%
+86
466
$16.8K 0.01%
+245
467
$16.8K 0.01%
+1,500
468
$16.7K 0.01%
+450
469
$16.6K 0.01%
+750
470
$16.6K 0.01%
+400
471
$16.6K 0.01%
+5,000
472
$16.6K 0.01%
+500
473
$16.5K 0.01%
+1,000
474
$16.5K 0.01%
+6,555
475
$16.1K 0.01%
+849