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
751
$4.41K ﹤0.01%
+1,000
752
$4.37K ﹤0.01%
+156
753
$4.32K ﹤0.01%
+2,030
754
$4.32K ﹤0.01%
+150
755
$4.31K ﹤0.01%
+1,000
756
$4.29K ﹤0.01%
+60
757
$4.26K ﹤0.01%
+148
758
$4.22K ﹤0.01%
+60
759
$4.22K ﹤0.01%
+55
760
$4.2K ﹤0.01%
+50
761
$4.2K ﹤0.01%
+44
762
$4.19K ﹤0.01%
+224
763
$4.18K ﹤0.01%
+210
764
$4.18K ﹤0.01%
+56
765
$4.13K ﹤0.01%
+84
766
$4.12K ﹤0.01%
+600
767
$4.1K ﹤0.01%
+157
768
$4.07K ﹤0.01%
+54
769
$4.06K ﹤0.01%
+53
770
$4.05K ﹤0.01%
+106
771
$4.04K ﹤0.01%
+39
772
$3.99K ﹤0.01%
+120
773
$3.95K ﹤0.01%
+50
774
$3.93K ﹤0.01%
+23
775
$3.92K ﹤0.01%
+19
29 30
31
32 33