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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
$239M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$686K
3 +$620K
4
IOT icon
Samsara
IOT
+$568K
5
HYPD
Hyperion DeFi Inc
HYPD
+$519K

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
MO icon
151
Altria Group
MO
$120B
-3,216
RBLX icon
152
Roblox
RBLX
$31B
-1,540
RIOT icon
153
Riot Platforms
RIOT
$10.1B
-31,085
SCHD icon
154
Schwab US Dividend Equity ETF
SCHD
$96.5B
-7,400
TTD icon
155
Trade Desk
TTD
$9.06B
-4,600
UMC icon
156
United Microelectronic
UMC
$54.3B
-32,200
ETHE
157
Grayscale Ethereum Staking ETF Shares
ETHE
$1.35B
-7,575