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
$236M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$825K
3
+$597K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$595K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$245K

Top Sells

1
+$595K
2
+$317K
3
+$294K
4
DRS icon
Leonardo DRS
DRS
+$222K
5
XOM icon
Exxon Mobil
XOM
+$185K

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
IJR icon
26
iShares Core S&P Small-Cap ETF
IJR
$92.5B
$1.75M 0.74%
14,735
S icon
27
SentinelOne
S
$4.53B
$1.64M 0.7%
+93,213
MRVL icon
28
Marvell Technology
MRVL
$93.3B
$1.44M 0.61%
17,164
+495
MU icon
29
Micron Technology
MU
$415B
$1.18M 0.5%
7,049
+275
PG icon
30
Procter & Gamble
PG
$335B
$1.13M 0.48%
7,350
-82
ZETA icon
31
Zeta Global
ZETA
$3.84B
$1.12M 0.47%
56,323
+4,310
MRK icon
32
Merck
MRK
$299B
$1.1M 0.47%
13,129
-1,348
VZ icon
33
Verizon
VZ
$208B
$1.1M 0.46%
24,936
-4,098
BABA icon
34
Alibaba
BABA
$295B
$1.05M 0.45%
5,900
+381
ABBV icon
35
AbbVie
ABBV
$380B
$1.04M 0.44%
4,509
-130
RTX icon
36
RTX Corp
RTX
$262B
$999K 0.42%
5,971
-812
CAT icon
37
Caterpillar
CAT
$340B
$919K 0.39%
1,926
-743
UBER icon
38
Uber
UBER
$146B
$887K 0.38%
9,056
-159
HYPD
39
Hyperion DeFi Inc
HYPD
$27.7M
$851K 0.36%
+88,780
ENB icon
40
Enbridge
ENB
$117B
$820K 0.35%
16,257
-413
AMD icon
41
Advanced Micro Devices
AMD
$343B
$816K 0.35%
5,045
-65
AON icon
42
Aon
AON
$68.8B
$814K 0.35%
2,284
-2
ETN icon
43
Eaton
ETN
$142B
$754K 0.32%
2,016
+255
CSX icon
44
CSX Corp
CSX
$77.1B
$751K 0.32%
21,143
-600
QCOM icon
45
Qualcomm
QCOM
$136B
$748K 0.32%
4,496
-329
SCCO icon
46
Southern Copper
SCCO
$147B
$728K 0.31%
6,101
+29
MCD icon
47
McDonald's
MCD
$219B
$710K 0.3%
2,338
-504
SLV icon
48
iShares Silver Trust
SLV
$38.6B
$705K 0.3%
16,650
+500
T icon
49
AT&T
T
$198B
$693K 0.29%
24,556
-169
ASML icon
50
ASML
ASML
$524B
$671K 0.28%
693
+91
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