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
1076
$288 ﹤0.01%
+5
1077
$288 ﹤0.01%
+1
1078
$286 ﹤0.01%
+10
1079
$286 ﹤0.01%
+10
1080
$282 ﹤0.01%
+2
1081
$271 ﹤0.01%
+5
1082
$270 ﹤0.01%
+1
1083
$266 ﹤0.01%
+200
1084
$260 ﹤0.01%
+4
1085
$259 ﹤0.01%
+2
1086
$257 ﹤0.01%
+1
1087
$254 ﹤0.01%
+28,205
1088
$251 ﹤0.01%
+13
1089
$241 ﹤0.01%
+1
1090
$239 ﹤0.01%
+32
1091
$232 ﹤0.01%
+1
1092
$227 ﹤0.01%
+2
1093
$225 ﹤0.01%
+1
1094
$224 ﹤0.01%
+1
1095
$222 ﹤0.01%
+5
1096
$221 ﹤0.01%
+5
1097
$220 ﹤0.01%
+200
1098
$220 ﹤0.01%
+1
1099
$220 ﹤0.01%
+30
1100
$218 ﹤0.01%
+8
42 43
44
45 46