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
$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
51
$644K 0.27%
2,043
+1
52
$641K 0.27%
3,457
-510
53
$639K 0.27%
9,673
+432
54
$631K 0.27%
+16,103
55
$620K 0.26%
9,056
-825
56
$611K 0.26%
2,165
-39
57
$611K 0.26%
5,000
58
$610K 0.26%
13,520
-532
59
$592K 0.25%
31,085
-6,500
60
$585K 0.25%
5,677
-370
61
$580K 0.25%
65,710
-7,250
62
$575K 0.24%
18,397
-134
63
$575K 0.24%
10,563
-650
64
$559K 0.24%
9,253
+400
65
$559K 0.24%
21,932
-1,476
66
$558K 0.24%
7,300
+500
67
$558K 0.24%
4,232
+115
68
$552K 0.23%
26,765
-950
69
$552K 0.23%
19,741
+2,390
70
$541K 0.23%
11,295
-100
71
$532K 0.23%
11,916
-220
72
$520K 0.22%
2,553
+12
73
$512K 0.22%
1,019
-38
74
$511K 0.22%
1,023
+37
75
$507K 0.22%
3,126
-101
1 2
3
4 5