We are live on ! Find out more
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
$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
126
– –
-11,660
127
– –
-90,193
128
– –
-11,295
129
– –
-11,215
130
– –
-1,982
131
– –
-2,393
132
– –
-67,355
133
– –
-11,250
134
– –
-3,328
135
– –
-2,290
136
– –
-16,166
137
– –
-4,056
138
– –
-40,562
139
– –
-334
140
– –
-16,350
141
– –
-2,830
142
– –
-42,600
143
– –
-11,397
144
– –
-4,223
145
– –
-7,512
146
– –
-6,762
147
– –
-16,940
148
– –
-361
149
– –
-32,255
2 3 4 5
6