RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $239M
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.22%
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
51
$533K 0.4%
12,824
+73
52
$530K 0.4%
13,990
-71
53
$508K 0.38%
19,045
+71
54
$506K 0.38%
1,615
+104
55
$492K 0.37%
10,359
-256
56
$472K 0.36%
33,645
+1,440
57
$470K 0.35%
4,716
-215
58
$456K 0.34%
8,543
-23
59
$455K 0.34%
974
+125
60
$452K 0.34%
1,000
61
$451K 0.34%
28,295
-150
62
$450K 0.34%
35,878
+113
63
$447K 0.34%
23,387
-571
64
$442K 0.33%
795
+23
65
$438K 0.33%
914
-11
66
$437K 0.33%
22,149
67
$429K 0.32%
11,589
-165
68
$424K 0.32%
1,042
+6
69
$422K 0.32%
1,788
-594
70
$421K 0.32%
19,900
+4,300
71
$418K 0.31%
6,176
+30
72
$410K 0.31%
46,819
+500
73
$400K 0.3%
5,425
-196
74
$399K 0.3%
2,352
+354
75
$398K 0.3%
1,336
-29
1 2
3
4 5