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
$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
976
$864 ﹤0.01%
+8
977
$863 ﹤0.01%
+100
978
$852 ﹤0.01%
+800
979
$848 ﹤0.01%
+37
980
$843 ﹤0.01%
+4
981
$839 ﹤0.01%
+46
982
$835 ﹤0.01%
+13
983
$830 ﹤0.01%
+235
984
$802 ﹤0.01%
+47
985
$797 ﹤0.01%
+17
986
$787 ﹤0.01%
+1
987
$778 ﹤0.01%
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988
$777 ﹤0.01%
+350
989
$770 ﹤0.01%
+10
990
$765 ﹤0.01%
+3
991
$747 ﹤0.01%
+2,000
992
$731 ﹤0.01%
+112
993
$716 ﹤0.01%
+200
994
$713 ﹤0.01%
+106
995
$710 ﹤0.01%
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996
$708 ﹤0.01%
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997
$700 ﹤0.01%
+4
998
$692 ﹤0.01%
+12
999
$685 ﹤0.01%
+10
1000
$684 ﹤0.01%
+5
38 39
40
41 42