RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
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
State Street Energy Select Sector SPDR ETF
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
126
– –
-2,797
127
– –
-10,000
128
– –
-1,501
129
– –
-7,083
130
– –
-64,918
131
– –
-11,731
132
– –
-13,550
133
– –
-11,660
134
– –
-90,193
135
– –
-11,295
136
– –
-1,982
137
– –
-2,393
138
– –
-67,355
139
– –
-11,250
140
– –
-3,328
141
– –
-2,290
142
– –
-4,056
143
– –
-334
144
– –
-16,350
145
– –
-2,830
146
– –
-3,756
147
– –
-6,762
148
– –
-361
149
– –
-32,255
2 3 4 5
6