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
151
$143K 0.11%
+1,467
152
$140K 0.11%
+1,970
153
$139K 0.1%
+3,294
154
$138K 0.1%
+370
155
$135K 0.1%
+4,010
156
$133K 0.1%
+2,000
157
$133K 0.1%
+4,121
158
$132K 0.1%
+13,395
159
$132K 0.1%
+654
160
$131K 0.1%
+4,610
161
$129K 0.1%
+2,433
162
$128K 0.1%
+1,649
163
$127K 0.1%
+1,081
164
$124K 0.09%
+395
165
$124K 0.09%
+1,904
166
$122K 0.09%
+1,365
167
$122K 0.09%
+119
168
$117K 0.09%
+2,014
169
$115K 0.09%
+4,500
170
$115K 0.09%
+2,408
171
$115K 0.09%
+3,368
172
$114K 0.09%
+1,165
173
$112K 0.08%
+1,245
174
$111K 0.08%
+1,420
175
$111K 0.08%
+1,027
5 6
7
8 9