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
651
$7.28K 0.01%
+6,800
652
$7.25K 0.01%
+22
653
$7.14K 0.01%
+50
654
$7.11K 0.01%
+35
655
$7.08K 0.01%
+380
656
$7.07K 0.01%
+300
657
$7.04K 0.01%
+187
658
$7.01K 0.01%
+31
659
$7.01K 0.01%
+46
660
$6.89K 0.01%
+336
661
$6.84K 0.01%
+64
662
$6.79K 0.01%
+200
663
$6.79K 0.01%
+50
664
$6.78K 0.01%
+42
665
$6.75K 0.01%
+235
666
$6.72K 0.01%
+61
667
$6.69K 0.01%
+61
668
$6.67K 0.01%
+400
669
$6.51K ﹤0.01%
+1,310
670
$6.48K ﹤0.01%
+29
671
$6.48K ﹤0.01%
+516
672
$6.44K ﹤0.01%
+250
673
$6.39K ﹤0.01%
+550
674
$6.39K ﹤0.01%
+1,000
675
$6.28K ﹤0.01%
+169
25 26
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