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
1126
$155 ﹤0.01%
+282
1127
$155 ﹤0.01%
+1
1128
$154 ﹤0.01%
+50
1129
$152 ﹤0.01%
+1
1130
$151 ﹤0.01%
+430
1131
$145 ﹤0.01%
+5
1132
$140 ﹤0.01%
+20
1133
$138 ﹤0.01%
+9
1134
$138 ﹤0.01%
+1
1135
$135 ﹤0.01%
+69
1136
$126 ﹤0.01%
+1
1137
$117 ﹤0.01%
+50
1138
$117 ﹤0.01%
+100
1139
$113 ﹤0.01%
+5
1140
$112 ﹤0.01%
+40
1141
$93 ﹤0.01%
+100
1142
$92 ﹤0.01%
+1
1143
$70 ﹤0.01%
+30
1144
$66 ﹤0.01%
+2
1145
$64 ﹤0.01%
+29
1146
$48 ﹤0.01%
+85
1147
– –
0
1148
$37 ﹤0.01%
+2
1149
$34 ﹤0.01%
+27
1150
$32 ﹤0.01%
+2
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