RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $223M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$343K
4
PYPL icon
PayPal
PYPL
+$318K
5
WGMI icon
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
+$285K

Top Sells

1
+$547K
2
+$356K
3
+$346K
4
AMD icon
Advanced Micro Devices
AMD
+$322K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$315K

Sector Composition

1 Technology 25.17%
2 Energy 12.6%
3 Healthcare 10.21%
4 Communication Services 9.91%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$968K 1.03%
2,900
27
$958K 1.01%
5,309
-192
28
$930K 0.99%
3,300
-233
29
$905K 0.96%
5,348
-788
30
$883K 0.94%
4,849
-190
31
$805K 0.85%
21,713
32
$791K 0.84%
10,936
+12
33
$765K 0.81%
9,939
-900
34
$706K 0.75%
7,241
-361
35
$691K 0.73%
12,751
+123
36
$685K 0.73%
4,011
-132
37
$675K 0.71%
2,373
-137
38
$651K 0.69%
23,460
+2,217
39
$651K 0.69%
28,285
+75
40
$632K 0.67%
6,229
+7
41
$622K 0.66%
17,200
-366
42
$615K 0.65%
3,885
+1
43
$603K 0.64%
28,445
-16,335
44
$597K 0.63%
4,931
+20
45
$594K 0.63%
5,039
-69
46
$584K 0.62%
5,000
47
$571K 0.61%
6,535
-655
48
$565K 0.6%
14,061
-330
49
$546K 0.58%
1,125
+26
50
$540K 0.57%
8,464
+37
1
2
3 4 5