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
1001
$654 ﹤0.01%
+5
1002
$647 ﹤0.01%
+1
1003
$633 ﹤0.01%
+105
1004
$629 ﹤0.01%
+1,850
1005
$625 ﹤0.01%
+250
1006
$605 ﹤0.01%
+1,000
1007
$595 ﹤0.01%
+1
1008
$593 ﹤0.01%
+5
1009
$590 ﹤0.01%
+4
1010
$580 ﹤0.01%
+2
1011
$568 ﹤0.01%
+1,420
1012
$567 ﹤0.01%
+5
1013
$558 ﹤0.01%
+136
1014
$552 ﹤0.01%
+150
1015
$547 ﹤0.01%
+1,200
1016
$542 ﹤0.01%
+1
1017
$540 ﹤0.01%
+20
1018
$533 ﹤0.01%
+150
1019
$516 ﹤0.01%
+4
1020
$506 ﹤0.01%
+26
1021
$504 ﹤0.01%
+600
1022
$488 ﹤0.01%
+13
1023
$487 ﹤0.01%
+1
1024
$485 ﹤0.01%
+2
1025
$484 ﹤0.01%
+5
39 40
41
42 43