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
776
$3.91K ﹤0.01%
+15
777
$3.87K ﹤0.01%
+366
778
$3.81K ﹤0.01%
+55
779
$3.8K ﹤0.01%
+200
780
$3.79K ﹤0.01%
+500
781
$3.78K ﹤0.01%
+1,000
782
$3.77K ﹤0.01%
+200
783
$3.71K ﹤0.01%
+100
784
$3.7K ﹤0.01%
+19
785
$3.7K ﹤0.01%
+58
786
$3.69K ﹤0.01%
+65
787
$3.66K ﹤0.01%
+160
788
$3.66K ﹤0.01%
+64
789
$3.64K ﹤0.01%
+180
790
$3.64K ﹤0.01%
+25
791
$3.61K ﹤0.01%
+100
792
$3.53K ﹤0.01%
+14
793
$3.5K ﹤0.01%
+20
794
$3.49K ﹤0.01%
+8
795
$3.48K ﹤0.01%
+12
796
$3.47K ﹤0.01%
+200
797
$3.44K ﹤0.01%
+250
798
$3.27K ﹤0.01%
+100
799
$3.27K ﹤0.01%
+36
800
$3.26K ﹤0.01%
+1,700
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