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
476
$16K 0.01%
+556
477
$15.9K 0.01%
+92
478
$15.8K 0.01%
+195
479
$15.8K 0.01%
+1,000
480
$15.7K 0.01%
+51
481
$15.7K 0.01%
+1,000
482
$15.7K 0.01%
+2,546
483
$15.6K 0.01%
+76
484
$15.6K 0.01%
+90
485
$15.6K 0.01%
+155
486
$15.5K 0.01%
+28
487
$15.4K 0.01%
+3,550
488
$15.3K 0.01%
+446
489
$15.2K 0.01%
+370
490
$15.2K 0.01%
+581
491
$15.1K 0.01%
+307
492
$14.9K 0.01%
+620
493
$14.9K 0.01%
+161
494
$14.9K 0.01%
+150
495
$14.8K 0.01%
+258
496
$14.7K 0.01%
+180
497
$14.7K 0.01%
+111
498
$14.7K 0.01%
+600
499
$14.6K 0.01%
+1,769
500
$14.6K 0.01%
+979