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
501
$14.5K 0.01%
+1,300
502
$14.4K 0.01%
+2,000
503
$14.4K 0.01%
+1,275
504
$14.4K 0.01%
+309
505
$14.3K 0.01%
+188
506
$14.3K 0.01%
+550
507
$14.1K 0.01%
+180
508
$14K 0.01%
+1,442
509
$13.7K 0.01%
+168
510
$13.6K 0.01%
+194
511
$13.6K 0.01%
+350
512
$13.5K 0.01%
+405
513
$13.5K 0.01%
+900
514
$13.5K 0.01%
+246
515
$13.5K 0.01%
+100
516
$13.5K 0.01%
+600
517
$13.1K 0.01%
+65
518
$13K 0.01%
+51
519
$12.9K 0.01%
+500
520
$12.8K 0.01%
+187
521
$12.7K 0.01%
+99
522
$12.7K 0.01%
+333
523
$12.6K 0.01%
+160
524
$12.5K 0.01%
+11
525
$12.5K 0.01%
+301