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
826
$2.75K ﹤0.01%
+100
827
$2.73K ﹤0.01%
+90
828
$2.73K ﹤0.01%
+18
829
$2.72K ﹤0.01%
+64
830
$2.7K ﹤0.01%
+100
831
$2.7K ﹤0.01%
+50
832
$2.69K ﹤0.01%
+57
833
$2.66K ﹤0.01%
+94
834
$2.65K ﹤0.01%
+6
835
$2.63K ﹤0.01%
+80
836
$2.62K ﹤0.01%
+13
837
$2.62K ﹤0.01%
+108
838
$2.6K ﹤0.01%
+73
839
$2.59K ﹤0.01%
+134
840
$2.58K ﹤0.01%
+200
841
$2.58K ﹤0.01%
+40
842
$2.55K ﹤0.01%
+252
843
$2.55K ﹤0.01%
+120
844
$2.54K ﹤0.01%
+129
845
$2.51K ﹤0.01%
+212
846
$2.5K ﹤0.01%
+33
847
$2.49K ﹤0.01%
+90
848
$2.45K ﹤0.01%
+118
849
$2.39K ﹤0.01%
+20
850
$2.37K ﹤0.01%
+94
32 33
34
35 36