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
$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
+$970K
3
+$315K
4
PYPL icon
PayPal
PYPL
+$291K
5
OPRA
Opera Ltd
OPRA
+$274K

Top Sells

1
+$547K
2
+$356K
3
+$315K
4
AMD icon
Advanced Micro Devices
AMD
+$312K
5
AAPL icon
Apple
AAPL
+$292K

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
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