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
$236M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$825K
3
+$597K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$595K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$245K

Top Sells

1
+$595K
2
+$317K
3
+$294K
4
DRS icon
Leonardo DRS
DRS
+$222K
5
XOM icon
Exxon Mobil
XOM
+$185K

Sector Composition

1 Technology 20.37%
2 Communication Services 5.74%
3 Energy 5.3%
4 Consumer Discretionary 4.02%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$501K 0.21%
65,784
-3,422
77
$494K 0.21%
13,600
-1,100
78
$490K 0.21%
5,346
+11
79
$469K 0.2%
12,600
+1,100
80
$468K 0.2%
779
-174
81
$467K 0.2%
8,586
-2,588
82
$425K 0.18%
1,163
-20
83
$418K 0.18%
2,445
84
$410K 0.17%
12,617
+2,483
85
$406K 0.17%
1,260
-295
86
$406K 0.17%
827
-9
87
$381K 0.16%
4,524
+6
88
$375K 0.16%
4,494
-840
89
$365K 0.15%
10,441
+200
90
$354K 0.15%
1,266
-2
91
$353K 0.15%
6,742
-793
92
$352K 0.15%
28,280
+200
93
$344K 0.15%
5,588
+555
94
$340K 0.14%
1,660
95
$339K 0.14%
23,370
-1,225
96
$336K 0.14%
14,222
-1,380
97
$333K 0.14%
2,352
98
$332K 0.14%
1,182
+257
99
$325K 0.14%
61,030
-325
100
$325K 0.14%
3,207
+165
2 3
4
5 6