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
101
$238K 0.18%
909
+11
102
$238K 0.18%
+7,000
103
$236K 0.18%
6,294
104
$230K 0.17%
5,569
+10
105
$226K 0.17%
54,352
+720
106
$225K 0.17%
8,695
-50
107
$220K 0.17%
+1,204
108
$220K 0.17%
3,483
+7
109
$212K 0.16%
4,005
+57
110
$212K 0.16%
4,032
-37
111
$207K 0.16%
1,137
-176
112
$204K 0.15%
1,498
+1
113
$203K 0.15%
4,978
+75
114
$202K 0.15%
+884
115
$201K 0.15%
+2,447
116
$194K 0.15%
+3,500
117
$188K 0.14%
+4,501
118
$182K 0.14%
+938
119
$181K 0.14%
+4,146
120
$176K 0.13%
+8,000
121
$174K 0.13%
+4,659
122
$172K 0.13%
+1,720
123
$171K 0.13%
+27,300
124
$169K 0.13%
+1,090
125
$168K 0.13%
+652
3 4
5
6 7