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
126
$229K 0.1%
3,826
-1,346
127
$228K 0.1%
1,136
+1
128
$226K 0.1%
1,550
-2,400
129
$225K 0.1%
4,600
-310
130
$225K 0.1%
1,815
+4
131
$223K 0.09%
+7,950
132
$223K 0.09%
+8,450
133
$219K 0.09%
1,940
134
$218K 0.09%
1,612
135
$213K 0.09%
+1,540
136
$213K 0.09%
867
-24
137
$212K 0.09%
+3,216
138
$209K 0.09%
+2,595
139
$208K 0.09%
+1,426
140
$208K 0.09%
+7,310
141
$205K 0.09%
2,560
-295
142
$204K 0.09%
1,258
+1
143
$202K 0.09%
7,400
-300
144
$201K 0.09%
+1,265
145
– –
-4,775
2 3 4 5
6