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
801
$3.25K ﹤0.01%
+1,750
802
$3.23K ﹤0.01%
+886
803
$3.23K ﹤0.01%
+700
804
$3.23K ﹤0.01%
+15
805
$3.21K ﹤0.01%
+60
806
$3.2K ﹤0.01%
+33
807
$3.14K ﹤0.01%
+250
808
$3.12K ﹤0.01%
+162
809
$3.07K ﹤0.01%
+330
810
$3.06K ﹤0.01%
+75
811
$3.06K ﹤0.01%
+8,735
812
$3.04K ﹤0.01%
+338
813
$3.03K ﹤0.01%
+50
814
$2.98K ﹤0.01%
+297
815
$2.96K ﹤0.01%
+261
816
$2.95K ﹤0.01%
+135
817
$2.95K ﹤0.01%
+100
818
$2.92K ﹤0.01%
+193
819
$2.9K ﹤0.01%
+20
820
$2.9K ﹤0.01%
+50
821
$2.88K ﹤0.01%
+11
822
$2.83K ﹤0.01%
+45
823
$2.81K ﹤0.01%
+140
824
$2.78K ﹤0.01%
+90
825
$2.76K ﹤0.01%
+82
31 32
33
34 35