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
526
$12.4K 0.01%
+1,000
527
$12.4K 0.01%
+230
528
$12.4K 0.01%
+50
529
$12.4K 0.01%
+2,870
530
$12.4K 0.01%
+214
531
$12.3K 0.01%
+150
532
$12.3K 0.01%
+1,500
533
$12.3K 0.01%
+450
534
$12.3K 0.01%
+279
535
$12.3K 0.01%
+100
536
$12.1K 0.01%
+480
537
$12.1K 0.01%
+231
538
$12K 0.01%
+550
539
$12K 0.01%
+210
540
$11.9K 0.01%
+454
541
$11.9K 0.01%
+110
542
$11.8K 0.01%
+128
543
$11.8K 0.01%
+1,100
544
$11.8K 0.01%
+134
545
$11.7K 0.01%
+100
546
$11.6K 0.01%
+200
547
$11.6K 0.01%
+85
548
$11.3K 0.01%
+82
549
$11.3K 0.01%
+65
550
$11.3K 0.01%
+300
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