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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
$239M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$686K
3
+$620K
4
IOT icon
Samsara
IOT
+$568K
5
HYPD
Hyperion DeFi Inc
HYPD
+$519K

Top Sells

1
+$1.56M
2
+$592K
3
+$326K
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$268K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$260K

Sector Composition

1 Technology 20.73%
2 Communication Services 5.99%
3 Energy 5.05%
4 Healthcare 4.29%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLXY
76
Galaxy Digital Inc
GLXY
$6.39B
$448K 0.19%
+20,025
HIMX
77
Himax Technologies
HIMX
$3.09B
$433K 0.18%
52,910
-12,800
NEM icon
78
Newmont
NEM
$107B
$431K 0.18%
4,319
-205
AMAT icon
79
Applied Materials
AMAT
$450B
$424K 0.18%
1,649
-11
PANW icon
80
Palo Alto Networks
PANW
$228B
$423K 0.18%
2,297
-256
BNR
81
Burning Rock Biotech
BNR
$90.6M
$403K 0.17%
+20,023
XLE icon
82
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$402K 0.17%
8,989
-2,927
OPRA
83
Opera Ltd
OPRA
$1.63B
$394K 0.16%
27,835
+1,070
TSM icon
84
TSMC
TSM
$2.2T
$392K 0.16%
1,290
+24
HSAI
85
Hesai Group
HSAI
$2.85B
$378K 0.16%
16,890
+8,940
CRWD icon
86
CrowdStrike
CRWD
$174B
$375K 0.16%
800
-27
ALAB icon
87
Astera Labs
ALAB
$62.9B
$371K 0.16%
+2,230
CIVI
88
DELISTED
Civitas Resources
CIVI
$371K 0.16%
13,686
+1,069
BX icon
89
Blackstone
BX
$150B
$368K 0.15%
2,385
-60
IWB icon
90
iShares Russell 1000 ETF
IWB
$48B
$361K 0.15%
966
-197
PEG icon
91
Public Service Enterprise Group
PEG
$39.7B
$359K 0.15%
4,465
-29
BRK.B icon
92
Berkshire Hathaway Class B
BRK.B
$1.06T
$352K 0.15%
701
-318
BHP icon
93
BHP
BHP
$231B
$352K 0.15%
5,829
+400
BA icon
94
Boeing
BA
$173B
$351K 0.15%
1,618
+297
NIO icon
95
NIO
NIO
$13.1B
$313K 0.13%
61,345
-4,439
CRNC icon
96
Cerence
CRNC
$480M
$312K 0.13%
29,165
+885
BTO
97
John Hancock Financial Opportunities Fund
BTO
$751M
$310K 0.13%
8,829
PYPL icon
98
PayPal
PYPL
$36.6B
$309K 0.13%
5,301
+1,322
CTRA
99
DELISTED
Coterra Energy
CTRA
$305K 0.13%
11,597
-2,625
SQM icon
100
Sociedad Química y Minera de Chile
SQM
$24B
$299K 0.12%
+4,339
2 3
4
5 6