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
$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
726
$4.97K ﹤0.01%
+93
727
$4.92K ﹤0.01%
+93
728
$4.91K ﹤0.01%
+368
729
$4.89K ﹤0.01%
+20
730
$4.87K ﹤0.01%
+4,166
731
$4.87K ﹤0.01%
+200
732
$4.85K ﹤0.01%
+120
733
$4.82K ﹤0.01%
+600
734
$4.77K ﹤0.01%
+500
735
$4.77K ﹤0.01%
+213
736
$4.75K ﹤0.01%
+60
737
$4.68K ﹤0.01%
+750
738
$4.64K ﹤0.01%
+250
739
$4.64K ﹤0.01%
+19
740
$4.63K ﹤0.01%
+1,400
741
$4.61K ﹤0.01%
+81
742
$4.55K ﹤0.01%
+44
743
$4.55K ﹤0.01%
+500
744
$4.51K ﹤0.01%
+30
745
$4.51K ﹤0.01%
+136
746
$4.5K ﹤0.01%
+59
747
$4.5K ﹤0.01%
+240
748
$4.48K ﹤0.01%
+134
749
$4.42K ﹤0.01%
+85
750
$4.41K ﹤0.01%
+200
28 29
30
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