RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $223M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$343K
4
PYPL icon
PayPal
PYPL
+$318K
5
WGMI icon
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
+$285K

Top Sells

1
+$547K
2
+$356K
3
+$346K
4
AMD icon
Advanced Micro Devices
AMD
+$322K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$315K

Sector Composition

1 Technology 25.17%
2 Energy 12.6%
3 Healthcare 10.21%
4 Communication Services 9.91%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.4%
2,905
-30
77
$379K 0.4%
3,602
+1,480
78
$378K 0.4%
1,886
-24
79
$375K 0.4%
5,621
-2,537
80
$375K 0.4%
46,319
-4,185
81
$370K 0.39%
6,146
+122
82
$367K 0.39%
13,578
-432
83
$355K 0.38%
5,009
+335
84
$336K 0.36%
47,400
-1,600
85
$333K 0.35%
3,127
-5
86
$328K 0.35%
5,427
-1,200
87
$318K 0.34%
+4,746
88
$305K 0.32%
1,865
+51
89
$303K 0.32%
3,302
-68
90
$286K 0.3%
18,161
-65
91
$285K 0.3%
+15,600
92
$284K 0.3%
+1,998
93
$281K 0.3%
13,360
-300
94
$281K 0.3%
7,456
-32
95
$267K 0.28%
4,634
+150
96
$262K 0.28%
6,294
-100
97
$257K 0.27%
2,850
-2,200
98
$254K 0.27%
5,559
-112
99
$253K 0.27%
1,313
-25
100
$250K 0.27%
898
2 3
4
5 6