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
626
$8.35K 0.01%
+661
627
$8.32K 0.01%
+11
628
$8.29K 0.01%
+194
629
$8.29K 0.01%
+305
630
$8.28K 0.01%
+140
631
$8.28K 0.01%
+968
632
$8.26K 0.01%
+14
633
$8.17K 0.01%
+235
634
$8.03K 0.01%
+1,500
635
$7.97K 0.01%
+2,500
636
$7.89K 0.01%
+228
637
$7.84K 0.01%
+47
638
$7.82K 0.01%
+171
639
$7.81K 0.01%
+59
640
$7.73K 0.01%
+193
641
$7.67K 0.01%
+110
642
$7.66K 0.01%
+135
643
$7.6K 0.01%
+525
644
$7.57K 0.01%
+85
645
$7.57K 0.01%
+60
646
$7.41K 0.01%
+110
647
$7.41K 0.01%
+37
648
$7.41K 0.01%
+202
649
$7.4K 0.01%
+240
650
$7.33K 0.01%
+200