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
851
$2.33K ﹤0.01%
+500
852
$2.33K ﹤0.01%
+60
853
$2.33K ﹤0.01%
+100
854
$2.32K ﹤0.01%
+64
855
$2.31K ﹤0.01%
+104
856
$2.28K ﹤0.01%
+20
857
$2.25K ﹤0.01%
+738
858
$2.24K ﹤0.01%
+100
859
$2.24K ﹤0.01%
+28
860
$2.23K ﹤0.01%
+135
861
$2.2K ﹤0.01%
+25
862
$2.2K ﹤0.01%
+12
863
$2.19K ﹤0.01%
+98
864
$2.17K ﹤0.01%
+50
865
$2.17K ﹤0.01%
+142
866
$2.17K ﹤0.01%
+20
867
$2.17K ﹤0.01%
+100
868
$2.13K ﹤0.01%
+71
869
$2.13K ﹤0.01%
+20
870
$2.11K ﹤0.01%
+60
871
$2.11K ﹤0.01%
+90
872
$2.11K ﹤0.01%
+981
873
$2.1K ﹤0.01%
+150
874
$2.09K ﹤0.01%
+33
875
$2.08K ﹤0.01%
+9
33 34
35
36 37