RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$852K
3
+$533K
4
IOT icon
Samsara
IOT
+$457K
5
CRDO icon
Credo Technology Group
CRDO
+$366K

Top Sells

1
+$1.47M
2
+$480K
3
+$316K
4
SILA
Sila Realty Trust
SILA
+$223K
5
CLX icon
Clorox
CLX
+$220K

Sector Composition

1 Technology 18.54%
2 Energy 5.79%
3 Communication Services 5.16%
4 Consumer Discretionary 3.64%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOSL icon
76
Alpha and Omega Semiconductor
AOSL
$569M
$445K 0.2%
17,351
+1,272
LX
77
LexinFintech Holdings
LX
$713M
$442K 0.2%
61,355
CRWD icon
78
CrowdStrike
CRWD
$140B
$426K 0.19%
836
RIOT icon
79
Riot Platforms
RIOT
$6B
$425K 0.19%
37,585
URNM icon
80
Sprott Uranium Miners ETF
URNM
$1.86B
$424K 0.19%
8,853
+500
IWB icon
81
iShares Russell 1000 ETF
IWB
$45.9B
$402K 0.18%
1,183
F icon
82
Ford
F
$53B
$397K 0.18%
36,612
-3,054
CTRA icon
83
Coterra Energy
CTRA
$20.4B
$396K 0.18%
15,602
-411
ADBE icon
84
Adobe
ADBE
$139B
$396K 0.18%
1,023
+27
DIS icon
85
Walt Disney
DIS
$206B
$379K 0.17%
3,059
+100
CRDO icon
86
Credo Technology Group
CRDO
$27.4B
$366K 0.16%
+3,950
BX icon
87
Blackstone
BX
$113B
$366K 0.16%
2,445
-10
GDX icon
88
VanEck Gold Miners ETF
GDX
$22.2B
$354K 0.16%
6,800
-300
TTD icon
89
Trade Desk
TTD
$21.4B
$353K 0.16%
4,910
BIDU icon
90
Baidu
BIDU
$45.4B
$353K 0.16%
4,117
+150
JD icon
91
JD.com
JD
$44.8B
$334K 0.15%
10,241
-145
SPHQ icon
92
Invesco S&P 500 Quality ETF
SPHQ
$15.3B
$318K 0.14%
4,458
-175
DECK icon
93
Deckers Outdoor
DECK
$12.1B
$314K 0.14%
3,042
-705
BTO
94
John Hancock Financial Opportunities Fund
BTO
$675M
$313K 0.14%
8,829
DTE icon
95
DTE Energy
DTE
$29B
$312K 0.14%
2,352
-15
FTSM icon
96
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
$310K 0.14%
5,172
-190
DINO icon
97
HF Sinclair
DINO
$10.1B
$310K 0.14%
7,535
+94
V icon
98
Visa
V
$654B
$304K 0.14%
858
-4
AMAT icon
99
Applied Materials
AMAT
$182B
$304K 0.14%
1,660
-168
NFLX icon
100
Netflix
NFLX
$482B
$303K 0.14%
226
+11
2 3
4
5 6