RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $232M
1-Year Est. Return 22.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$825K
3
+$597K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$595K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$245K

Top Sells

1
+$595K
2
+$317K
3
+$294K
4
DRS icon
Leonardo DRS
DRS
+$222K
5
XOM icon
Exxon Mobil
XOM
+$185K

Sector Composition

1 Technology 20.37%
2 Communication Services 5.74%
3 Energy 5.3%
4 Consumer Discretionary 4.02%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.14%
4,397
-61
102
$322K 0.14%
44,539
-500
103
$318K 0.13%
8,829
104
$314K 0.13%
26,265
-10,347
105
$303K 0.13%
5,429
+2
106
$303K 0.13%
20,267
-1,657
107
$301K 0.13%
2,633
-426
108
$297K 0.13%
841
-182
109
$292K 0.12%
856
-2
110
$285K 0.12%
1,321
+185
111
$285K 0.12%
506
112
$275K 0.12%
7,842
-427
113
$267K 0.11%
3,979
-92
114
$265K 0.11%
4,600
115
$262K 0.11%
13,067
-415
116
$260K 0.11%
1,204
117
$260K 0.11%
+7,575
118
$259K 0.11%
1,665
-42
119
$255K 0.11%
2,130
-130
120
$254K 0.11%
1,494
-83
121
$249K 0.11%
1,989
-25
122
$245K 0.1%
1,913
-150
123
$244K 0.1%
32,200
-4,471
124
$238K 0.1%
722
125
$234K 0.1%
+2,847
2 3 4
5
6