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
551
$11.1K 0.01%
+2,000
552
$10.9K 0.01%
+312
553
$10.9K 0.01%
+580
554
$10.8K 0.01%
+118
555
$10.8K 0.01%
+189
556
$10.8K 0.01%
+1,950
557
$10.8K 0.01%
+210
558
$10.5K 0.01%
+2,000
559
$10.5K 0.01%
+125
560
$10.4K 0.01%
+67
561
$10.4K 0.01%
+450
562
$10.4K 0.01%
+113
563
$10.4K 0.01%
+100
564
$10.4K 0.01%
+47
565
$10.4K 0.01%
+85
566
$10.3K 0.01%
+5,813
567
$10.3K 0.01%
+158
568
$10.3K 0.01%
+60
569
$10.3K 0.01%
+27
570
$10.3K 0.01%
+600
571
$10.3K 0.01%
+100
572
$10.3K 0.01%
+23
573
$10.2K 0.01%
+150
574
$10.1K 0.01%
+89
575
$10.1K 0.01%
+300