RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $223M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$343K
4
PYPL icon
PayPal
PYPL
+$318K
5
WGMI icon
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
+$285K

Top Sells

1
+$547K
2
+$356K
3
+$346K
4
AMD icon
Advanced Micro Devices
AMD
+$322K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$315K

Sector Composition

1 Technology 25.17%
2 Energy 12.6%
3 Healthcare 10.21%
4 Communication Services 9.91%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.57%
18,486
-2,844
52
$535K 0.57%
556
53
$530K 0.56%
10,615
-2,378
54
$529K 0.56%
18,974
+429
55
$517K 0.55%
8,566
-507
56
$509K 0.54%
32,205
+21,700
57
$491K 0.52%
2,382
+40
58
$483K 0.51%
6,060
-268
59
$475K 0.5%
35,765
-704
60
$472K 0.5%
1,511
-70
61
$467K 0.49%
2,654
-14
62
$436K 0.46%
11,754
+160
63
$436K 0.46%
1,036
+10
64
$422K 0.45%
22,149
-672
65
$422K 0.45%
23,958
+779
66
$418K 0.44%
1,000
67
$416K 0.44%
3,715
-290
68
$411K 0.44%
925
-204
69
$403K 0.43%
3,597
70
$401K 0.42%
3,276
-181
71
$400K 0.42%
6,705
-627
72
$397K 0.42%
7,912
+2,326
73
$393K 0.42%
1,365
-249
74
$390K 0.41%
772
-55
75
$386K 0.41%
849
-3
1 2
3
4 5