RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $239M
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.22%
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
76
$397K 0.3%
3,342
+215
77
$393K 0.3%
8,289
+377
78
$390K 0.29%
5,584
+575
79
$385K 0.29%
1,905
+19
80
$382K 0.29%
6,403
-302
81
$360K 0.27%
2,910
+5
82
$360K 0.27%
6,092
+32
83
$342K 0.26%
3,481
-234
84
$340K 0.26%
5,357
-70
85
$336K 0.25%
3,311
+9
86
$326K 0.25%
3,286
+10
87
$307K 0.23%
3,552
-50
88
$301K 0.23%
5,269
+635
89
$294K 0.22%
+768
90
$292K 0.22%
47,350
-50
91
$291K 0.22%
+13,734
92
$278K 0.21%
+2,177
93
$277K 0.21%
2,855
+5
94
$271K 0.2%
14,033
+455
95
$270K 0.2%
7,476
+20
96
$261K 0.2%
1,847
-18
97
$261K 0.2%
2,347
-1,250
98
$260K 0.2%
4,486
-260
99
$250K 0.19%
2,348
-10
100
$247K 0.19%
8,829
+1,500
2 3
4
5 6