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
1026
$484 ﹤0.01%
+2
1027
$476 ﹤0.01%
+2
1028
$476 ﹤0.01%
+5
1029
$474 ﹤0.01%
+10
1030
$467 ﹤0.01%
+2
1031
$458 ﹤0.01%
+5
1032
$450 ﹤0.01%
+3
1033
$449 ﹤0.01%
+1
1034
$446 ﹤0.01%
+5
1035
$427 ﹤0.01%
+1
1036
$422 ﹤0.01%
+30
1037
$421 ﹤0.01%
+1
1038
$420 ﹤0.01%
+5
1039
$415 ﹤0.01%
+2
1040
$409 ﹤0.01%
+14
1041
$404 ﹤0.01%
+75
1042
$392 ﹤0.01%
+32
1043
$388 ﹤0.01%
+5
1044
$380 ﹤0.01%
+200
1045
$374 ﹤0.01%
+5
1046
$374 ﹤0.01%
+1
1047
$371 ﹤0.01%
+7
1048
$369 ﹤0.01%
+50
1049
$365 ﹤0.01%
+1
1050
$361 ﹤0.01%
+2
40 41
42
43 44