RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$236M
1-Year Est. Return
20.71%
1 Year Est. Return
+20.71%
AUM
$236M
AUM Growth
+$13.2M
(+5.9%)
Holding
193
Top Buys
| 1 | +$1.64M | |
| 2 | +$851K | |
| 3 | +$631K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$610K |
| 5 |
ETHE
Grayscale Ethereum Trust ETF
ETHE
|
+$260K |
Top Sells
| 1 | +$874K | |
| 2 | +$355K | |
| 3 | +$349K | |
| 4 |
Leonardo DRS
DRS
|
+$222K |
| 5 |
Exxon Mobil
XOM
|
+$188K |
Sector Composition
| 1 | Technology | 20.37% |
| 2 | Communication Services | 5.74% |
| 3 | Energy | 5.3% |
| 4 | Consumer Discretionary | 4.02% |
| 5 | Healthcare | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P Small-Cap ETF
IJR
$89B
| $1.75M | 0.74% |
14,735
|
|
||
27
SentinelOne
S
$5.68B
| $1.64M | 0.7% |
+93,213
|
|
||
28
Marvell Technology
MRVL
$85.9B
| $1.44M | 0.61% |
17,164
+495
|
|
||
29
Micron Technology
MU
$263B
| $1.18M | 0.5% |
7,049
+275
|
|
||
30
Procter & Gamble
PG
$342B
| $1.13M | 0.48% |
7,350
-82
|
|
||
31
Zeta Global
ZETA
$4.51B
| $1.12M | 0.47% |
56,323
+4,310
|
|
||
32
Merck
MRK
$255B
| $1.1M | 0.47% |
13,129
-1,348
|
|
||
33
Verizon
VZ
$172B
| $1.1M | 0.46% |
24,936
-4,098
|
|
||
34
Alibaba
BABA
$376B
| $1.05M | 0.45% |
5,900
+381
|
|
||
35
AbbVie
ABBV
$407B
| $1.04M | 0.44% |
4,509
-130
|
|
||
36
RTX Corp
RTX
$226B
| $999K | 0.42% |
5,971
-812
|
|
||
37
Caterpillar
CAT
$276B
| $919K | 0.39% |
1,926
-743
|
|
||
38
Uber
UBER
$189B
| $887K | 0.38% |
9,056
-159
|
|
||
|
HYPD
39
Hyperion DeFi Inc
HYPD
$29.2M
| $851K | 0.36% |
+88,780
|
|
||
40
Enbridge
ENB
$105B
| $820K | 0.35% |
16,257
-413
|
|
||
41
Advanced Micro Devices
AMD
$353B
| $816K | 0.35% |
5,045
-65
|
|
||
42
Aon
AON
$73.9B
| $814K | 0.35% |
2,284
-2
|
|
||
43
Eaton
ETN
$130B
| $754K | 0.32% |
2,016
+255
|
|
||
44
CSX Corp
CSX
$66.6B
| $751K | 0.32% |
21,143
-600
|
|
||
45
Qualcomm
QCOM
$186B
| $748K | 0.32% |
4,496
-329
|
|
||
46
Southern Copper
SCCO
$114B
| $728K | 0.31% |
6,050
+30
|
|
||
47
McDonald's
MCD
$220B
| $710K | 0.3% |
2,338
-504
|
|
||
48
iShares Silver Trust
SLV
$29.3B
| $705K | 0.3% |
16,650
+500
|
|
||
49
AT&T
T
$180B
| $693K | 0.29% |
24,556
-169
|
|
||
50
ASML
ASML
$441B
| $671K | 0.28% |
693
+91
|
|