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
126
$167K 0.13%
+858
127
$165K 0.12%
+6,360
128
$165K 0.12%
+12,171
129
$164K 0.12%
+593
130
$164K 0.12%
+2,375
131
$161K 0.12%
+1,029
132
$160K 0.12%
1,080
-157
133
$160K 0.12%
+3,688
134
$159K 0.12%
+2,048
135
$158K 0.12%
+8,870
136
$158K 0.12%
+1,328
137
$157K 0.12%
+4,224
138
$156K 0.12%
13,360
139
$152K 0.11%
+2,042
140
$150K 0.11%
+1,612
141
$150K 0.11%
+15,378
142
$149K 0.11%
+1,917
143
$147K 0.11%
+23,035
144
$146K 0.11%
+4,020
145
$145K 0.11%
+835
146
$145K 0.11%
+2,150
147
$145K 0.11%
+2,285
148
$145K 0.11%
+3,176
149
$143K 0.11%
+716
150
$143K 0.11%
+1,467
4 5
6
7 8