RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$232M
1-Year Est. Return
22.66%
This Fund
S&P 500
1 Year Est. Return
+22.66%
AUM
$239M
AUM Growth
+$3.29M
(+1.4%)
Holding
197
Top Buys
| 1 | +$1.18M | |
| 2 | +$686K | |
| 3 | +$620K | |
| 4 |
Samsara
IOT
|
+$568K |
| 5 |
HYPD
Hyperion DeFi Inc
HYPD
|
+$519K |
Top Sells
| 1 | +$1.56M | |
| 2 | +$592K | |
| 3 | +$326K | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$268K |
| 5 |
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
|
+$260K |
Sector Composition
| 1 | Technology | 20.73% |
| 2 | Communication Services | 5.99% |
| 3 | Energy | 5.05% |
| 4 | Healthcare | 4.29% |
| 5 | Consumer Discretionary | 3.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
United Microelectronic
UMC
$30.7B
| – | – |
-32,200
|
|
||
152
Trade Desk
TTD
$11.1B
| – | – |
-4,600
|
|
||
153
Schwab US Dividend Equity ETF
SCHD
$87.7B
| – | – |
-7,400
|
|
||
154
Riot Platforms
RIOT
$7.01B
| – | – |
-31,085
|
|
||
155
Roblox
RBLX
$39.4B
| – | – |
-1,540
|
|
||
156
Altria Group
MO
$111B
| – | – |
-3,216
|
|
||
157
Arista Networks
ANET
$225B
| – | – |
-1,426
|
|