RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$851K
3
+$631K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$610K
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$260K

Top Sells

1
+$874K
2
+$355K
3
+$349K
4
DRS icon
Leonardo DRS
DRS
+$222K
5
XOM icon
Exxon Mobil
XOM
+$188K

Sector Composition

1 Technology 20.37%
2 Communication Services 5.74%
3 Energy 5.3%
4 Consumer Discretionary 4.02%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
51
JPMorgan Chase
JPM
$850B
$644K 0.27%
2,043
+1
JNJ icon
52
Johnson & Johnson
JNJ
$496B
$641K 0.27%
3,457
-510
RIO icon
53
Rio Tinto
RIO
$121B
$639K 0.27%
9,673
+432
ETH
54
Grayscale Ethereum Mini Trust ETF
ETH
$2.31B
$631K 0.27%
+16,103
CSCO icon
55
Cisco
CSCO
$307B
$620K 0.26%
9,056
-825
AMGN icon
56
Amgen
AMGN
$186B
$611K 0.26%
2,165
-39
INGR icon
57
Ingredion
INGR
$6.93B
$611K 0.26%
5,000
BMY icon
58
Bristol-Myers Squibb
BMY
$104B
$610K 0.26%
13,520
-532
RIOT icon
59
Riot Platforms
RIOT
$5.75B
$592K 0.25%
31,085
-6,500
WMT icon
60
Walmart
WMT
$915B
$585K 0.25%
5,677
-370
HIMX
61
Himax Technologies
HIMX
$1.4B
$580K 0.25%
65,710
-7,250
EPD icon
62
Enterprise Products Partners
EPD
$70B
$575K 0.24%
18,397
-134
TRP icon
63
TC Energy
TRP
$55.9B
$575K 0.24%
10,563
-650
URNM icon
64
Sprott Uranium Miners ETF
URNM
$1.79B
$559K 0.24%
9,253
+400
PFE icon
65
Pfizer
PFE
$146B
$559K 0.24%
21,932
-1,476
GDX icon
66
VanEck Gold Miners ETF
GDX
$23.9B
$558K 0.24%
7,300
+500
BIDU icon
67
Baidu
BIDU
$40.4B
$558K 0.24%
4,232
+115
OPRA
68
Opera Ltd
OPRA
$1.22B
$552K 0.23%
26,765
-950
AOSL icon
69
Alpha and Omega Semiconductor
AOSL
$653M
$552K 0.23%
19,741
+2,390
SMCI icon
70
Super Micro Computer
SMCI
$20B
$541K 0.23%
11,295
-100
XLE icon
71
State Street Energy Select Sector SPDR ETF
XLE
$27.7B
$532K 0.23%
5,958
-110
PANW icon
72
Palo Alto Networks
PANW
$134B
$520K 0.22%
2,553
+12
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.09T
$512K 0.22%
1,019
-38
LMT icon
74
Lockheed Martin
LMT
$104B
$511K 0.22%
1,023
+37
PM icon
75
Philip Morris
PM
$237B
$507K 0.22%
3,126
-101
1 2
3
4 5