RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $223M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$343K
4
PYPL icon
PayPal
PYPL
+$318K
5
WGMI icon
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
+$285K

Top Sells

1
+$547K
2
+$356K
3
+$346K
4
AMD icon
Advanced Micro Devices
AMD
+$322K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$315K

Sector Composition

1 Technology 25.17%
2 Energy 12.6%
3 Healthcare 10.21%
4 Communication Services 9.91%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.26%
53,632
+3,450
102
$241K 0.26%
4,903
-5
103
$240K 0.25%
+8,745
104
$229K 0.24%
1,497
-50
105
$229K 0.24%
3,948
+206
106
$228K 0.24%
2,358
-10
107
$226K 0.24%
3,476
-219
108
$225K 0.24%
4,069
-497
109
$219K 0.23%
+1,237
110
$217K 0.23%
7,329
111
$214K 0.23%
24,314
+420
112
– –
-90,193
113
– –
-11,295
114
– –
-11,215
115
– –
-1,982
116
– –
-2,393
117
– –
-67,355
118
– –
-11,250
119
– –
-3,328
120
– –
-10,000
121
– –
-1,501
122
– –
-7,083
123
– –
-2,290
124
– –
-16,166
125
– –
-4,056
2 3 4
5
6