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
701
$5.66K ﹤0.01%
+50
702
$5.66K ﹤0.01%
+155
703
$5.65K ﹤0.01%
+489
704
$5.62K ﹤0.01%
+400
705
$5.6K ﹤0.01%
+1,209
706
$5.58K ﹤0.01%
+155
707
$5.58K ﹤0.01%
+74
708
$5.52K ﹤0.01%
+50
709
$5.45K ﹤0.01%
+107
710
$5.42K ﹤0.01%
+91
711
$5.37K ﹤0.01%
+175
712
$5.34K ﹤0.01%
+50
713
$5.33K ﹤0.01%
+50
714
$5.3K ﹤0.01%
+100
715
$5.27K ﹤0.01%
+600
716
$5.23K ﹤0.01%
+50
717
$5.18K ﹤0.01%
+55
718
$5.13K ﹤0.01%
+250
719
$5.13K ﹤0.01%
+29
720
$5.13K ﹤0.01%
+1,500
721
$5.13K ﹤0.01%
+380
722
$5.08K ﹤0.01%
+62
723
$5.02K ﹤0.01%
+200
724
$4.97K ﹤0.01%
+600
725
$4.97K ﹤0.01%
+130
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