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
576
$10.1K 0.01%
+100
577
$10.1K 0.01%
+284
578
$10K 0.01%
+310
579
$10K 0.01%
+26
580
$9.96K 0.01%
+79
581
$9.95K 0.01%
+206
582
$9.9K 0.01%
+2,446
583
$9.88K 0.01%
+54
584
$9.87K 0.01%
+400
585
$9.84K 0.01%
+65
586
$9.73K 0.01%
+431
587
$9.73K 0.01%
+431
588
$9.69K 0.01%
+570
589
$9.57K 0.01%
+32
590
$9.53K 0.01%
+225
591
$9.53K 0.01%
+78
592
$9.52K 0.01%
+1,100
593
$9.51K 0.01%
+390
594
$9.41K 0.01%
+300
595
$9.36K 0.01%
+315
596
$9.35K 0.01%
+100
597
$9.29K 0.01%
+186
598
$9.18K 0.01%
+318
599
$9.17K 0.01%
+511
600
$9.08K 0.01%
+600