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
1101
$218 ﹤0.01%
+1
1102
$216 ﹤0.01%
+5
1103
$207 ﹤0.01%
+1
1104
$207 ﹤0.01%
+100
1105
$206 ﹤0.01%
+5
1106
$205 ﹤0.01%
+2
1107
$201 ﹤0.01%
+15
1108
$200 ﹤0.01%
+10
1109
$199 ﹤0.01%
+5
1110
$197 ﹤0.01%
+1
1111
$195 ﹤0.01%
+10
1112
$194 ﹤0.01%
+30
1113
$191 ﹤0.01%
+1
1114
$185 ﹤0.01%
+1
1115
$183 ﹤0.01%
+1
1116
$179 ﹤0.01%
+5
1117
$179 ﹤0.01%
+5
1118
$176 ﹤0.01%
+5
1119
$175 ﹤0.01%
+10
1120
$175 ﹤0.01%
+1
1121
$172 ﹤0.01%
+5
1122
$170 ﹤0.01%
+2
1123
$167 ﹤0.01%
+1
1124
$167 ﹤0.01%
+17
1125
$166 ﹤0.01%
+10
43 44
45
46 47