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
$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
26
$1.75M 0.74%
14,735
27
$1.64M 0.7%
+93,213
28
$1.44M 0.61%
17,164
+495
29
$1.18M 0.5%
7,049
+275
30
$1.13M 0.48%
7,350
-82
31
$1.12M 0.47%
56,323
+4,310
32
$1.1M 0.47%
13,129
-1,348
33
$1.1M 0.46%
24,936
-4,098
34
$1.05M 0.45%
5,900
+381
35
$1.04M 0.44%
4,509
-130
36
$999K 0.42%
5,971
-812
37
$919K 0.39%
1,926
-743
38
$887K 0.38%
9,056
-159
39
$851K 0.36%
+88,780
40
$820K 0.35%
16,257
-413
41
$816K 0.35%
5,045
-65
42
$814K 0.35%
2,284
-2
43
$754K 0.32%
2,016
+255
44
$751K 0.32%
21,143
-600
45
$748K 0.32%
4,496
-329
46
$728K 0.31%
6,162
+30
47
$710K 0.3%
2,338
-504
48
$705K 0.3%
16,650
+500
49
$693K 0.29%
24,556
-169
50
$671K 0.28%
693
+91
1
2
3 4 5