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
1051
$359 ﹤0.01%
+5
1052
$353 ﹤0.01%
+2
1053
$347 ﹤0.01%
+20
1054
$340 ﹤0.01%
+5
1055
$335 ﹤0.01%
+15
1056
$332 ﹤0.01%
+8
1057
$329 ﹤0.01%
+1
1058
$323 ﹤0.01%
+770
1059
$321 ﹤0.01%
+1
1060
$320 ﹤0.01%
+157
1061
$319 ﹤0.01%
+2
1062
$316 ﹤0.01%
+2
1063
$310 ﹤0.01%
+200
1064
$306 ﹤0.01%
+4
1065
$306 ﹤0.01%
+300
1066
$304 ﹤0.01%
+2
1067
$303 ﹤0.01%
+100
1068
$301 ﹤0.01%
+5
1069
$300 ﹤0.01%
+5
1070
$300 ﹤0.01%
+50
1071
$299 ﹤0.01%
+1
1072
$296 ﹤0.01%
+64
1073
$293 ﹤0.01%
+5
1074
$291 ﹤0.01%
+2
1075
$290 ﹤0.01%
+9,675
41 42
43
44 45