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
1151
$27 ﹤0.01%
+20
1152
$26 ﹤0.01%
+2
1153
$26 ﹤0.01%
+20
1154
– –
0
1155
$20 ﹤0.01%
+1
1156
$19 ﹤0.01%
+2
1157
$16 ﹤0.01%
+1
1158
$13 ﹤0.01%
+124,315
1159
$10 ﹤0.01%
+1,600
1160
– –
0
1161
$5 ﹤0.01%
+1
1162
$3 ﹤0.01%
+260
1163
$2 ﹤0.01%
+1,175
1164
– –
0
1165
$0 ﹤0.01%
+4
1166
$0 ﹤0.01%
+15
1167
$0 ﹤0.01%
+1
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