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
176
$111K 0.08%
+2,175
177
$111K 0.08%
+693
178
$109K 0.08%
+798
179
$108K 0.08%
+3,400
180
$107K 0.08%
+2,271
181
$107K 0.08%
+2,750
182
$106K 0.08%
+2,160
183
$104K 0.08%
+46,400
184
$103K 0.08%
+2,141
185
$103K 0.08%
+7,897
186
$102K 0.08%
+1,165
187
$102K 0.08%
+3,812
188
$102K 0.08%
+61,755
189
$101K 0.08%
+407
190
$101K 0.08%
+1,153
191
$101K 0.08%
35,711
+17,550
192
$101K 0.08%
+1,057
193
$101K 0.08%
+2,700
194
$100K 0.08%
+1,800
195
$100K 0.08%
24,277
-37
196
$99.6K 0.08%
+224
197
$99K 0.07%
+3,196
198
$98K 0.07%
+3,625
199
$97.8K 0.07%
+2,948
200
$96K 0.07%
+2,123