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
$236M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$825K
3
+$597K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$595K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$245K

Top Sells

1
+$595K
2
+$317K
3
+$294K
4
DRS icon
Leonardo DRS
DRS
+$222K
5
XOM icon
Exxon Mobil
XOM
+$185K

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
$797B
$644K 0.27%
2,043
+1
JNJ icon
52
Johnson & Johnson
JNJ
$588B
$641K 0.27%
3,457
-510
RIO icon
53
Rio Tinto
RIO
$154B
$639K 0.27%
9,673
+432
ETH
54
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$631K 0.27%
+16,103
CSCO icon
55
Cisco
CSCO
$308B
$620K 0.26%
9,056
-825
AMGN icon
56
Amgen
AMGN
$190B
$611K 0.26%
2,165
-39
INGR icon
57
Ingredion
INGR
$7B
$611K 0.26%
5,000
BMY icon
58
Bristol-Myers Squibb
BMY
$126B
$610K 0.26%
13,520
-532
RIOT icon
59
Riot Platforms
RIOT
$4.76B
$592K 0.25%
31,085
-6,500
WMT icon
60
Walmart Inc
WMT
$994B
$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
$80.9B
$575K 0.24%
18,397
-134
TRP icon
63
TC Energy
TRP
$64.8B
$575K 0.24%
10,563
-650
URNM icon
64
Sprott Uranium Miners ETF
URNM
$2.2B
$559K 0.24%
9,253
+400
PFE icon
65
Pfizer
PFE
$162B
$559K 0.24%
21,932
-1,476
GDX icon
66
VanEck Gold Miners ETF
GDX
$29.8B
$558K 0.24%
7,300
+500
BIDU icon
67
Baidu
BIDU
$38.1B
$558K 0.24%
4,232
+115
OPRA
68
Opera Ltd
OPRA
$1.3B
$552K 0.23%
26,765
-950
AOSL icon
69
Alpha and Omega Semiconductor
AOSL
$680M
$552K 0.23%
19,741
+2,390
SMCI icon
70
Super Micro Computer
SMCI
$13.5B
$541K 0.23%
11,295
-100
XLE icon
71
State Street Energy Select Sector SPDR ETF
XLE
$41B
$532K 0.23%
11,916
-220
PANW icon
72
Palo Alto Networks
PANW
$130B
$520K 0.22%
2,553
+12
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.03T
$512K 0.22%
1,019
-38
LMT icon
74
Lockheed Martin
LMT
$142B
$511K 0.22%
1,023
+37
PM icon
75
Philip Morris
PM
$245B
$507K 0.22%
3,126
-101
1 2
3
4 5