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
601
$9.06K 0.01%
+70
602
$9.02K 0.01%
+70
603
$9.01K 0.01%
+530
604
$9K 0.01%
+271
605
$9K 0.01%
+1,393
606
$8.98K 0.01%
+80
607
$8.93K 0.01%
+215
608
$8.89K 0.01%
+75
609
$8.84K 0.01%
+103
610
$8.74K 0.01%
+60
611
$8.72K 0.01%
+1,451
612
$8.69K 0.01%
+50
613
$8.67K 0.01%
+32
614
$8.67K 0.01%
+350
615
$8.66K 0.01%
+80
616
$8.66K 0.01%
+460
617
$8.65K 0.01%
+200
618
$8.61K 0.01%
+255
619
$8.58K 0.01%
+210
620
$8.53K 0.01%
+40
621
$8.47K 0.01%
+393
622
$8.45K 0.01%
+234
623
$8.44K 0.01%
+425
624
$8.38K 0.01%
+177
625
$8.35K 0.01%
+346