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
201
$95.7K 0.07%
+1,238
202
$95.2K 0.07%
+203
203
$94.9K 0.07%
+30,600
204
$94.8K 0.07%
+7,450
205
$94.7K 0.07%
+10,360
206
$94.6K 0.07%
+2,076
207
$93.7K 0.07%
+5,405
208
$93.3K 0.07%
+898
209
$93.1K 0.07%
+6,050
210
$93.1K 0.07%
+310
211
$92.5K 0.07%
+6,339
212
$91.7K 0.07%
+7,800
213
$91.7K 0.07%
+3,015
214
$90.7K 0.07%
+2,694
215
$90.3K 0.07%
+166
216
$90.3K 0.07%
+1,025
217
$89.6K 0.07%
+1,130
218
$89.5K 0.07%
+558
219
$88.7K 0.07%
+1,736
220
$86.6K 0.07%
+2,269
221
$86.4K 0.07%
+13,066
222
$86.1K 0.06%
+610
223
$84.3K 0.06%
+328
224
$84.3K 0.06%
+353
225
$83K 0.06%
+1,355
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