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
926
$1.47K ﹤0.01%
+9
927
$1.42K ﹤0.01%
+20
928
$1.42K ﹤0.01%
+13
929
$1.42K ﹤0.01%
+62
930
$1.4K ﹤0.01%
+50
931
$1.4K ﹤0.01%
+600
932
$1.4K ﹤0.01%
+15
933
$1.39K ﹤0.01%
+35
934
$1.36K ﹤0.01%
+4
935
$1.35K ﹤0.01%
+70
936
$1.35K ﹤0.01%
+23
937
$1.32K ﹤0.01%
+30
938
$1.31K ﹤0.01%
+35
939
$1.31K ﹤0.01%
+2
940
$1.28K ﹤0.01%
+30
941
$1.27K ﹤0.01%
+245
942
$1.27K ﹤0.01%
+90
943
$1.27K ﹤0.01%
+3
944
$1.24K ﹤0.01%
+14
945
$1.23K ﹤0.01%
+95
946
$1.23K ﹤0.01%
+115
947
$1.22K ﹤0.01%
+428
948
$1.22K ﹤0.01%
+33
949
$1.21K ﹤0.01%
+4
950
$1.2K ﹤0.01%
+144
36 37
38
39 40