RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $223M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.02M
3
+$343K
4
PYPL icon
PayPal
PYPL
+$318K
5
WGMI icon
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
+$285K

Top Sells

1
+$547K
2
+$356K
3
+$346K
4
AMD icon
Advanced Micro Devices
AMD
+$322K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$315K

Sector Composition

1 Technology 25.17%
2 Energy 12.6%
3 Healthcare 10.21%
4 Communication Services 9.91%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.63M 4.91%
11,004
-530
2
$3.81M 4.04%
19,974
-511
3
$3.24M 3.44%
18,910
-1,607
4
$3.05M 3.23%
23,202
-1,174
5
$3.04M 3.22%
5,776
+5
6
$2.98M 3.16%
35,300
-44
7
$2.74M 2.9%
23,565
+106
8
$2.54M 2.69%
16,814
-1,006
9
$2.41M 2.55%
15,798
+13
10
$2.33M 2.47%
25,770
-1,510
11
$2.2M 2.33%
16,580
-520
12
$2.1M 2.22%
133,291
-4,200
13
$1.97M 2.09%
14,945
-569
14
$1.96M 2.07%
106,648
-5,222
15
$1.95M 2.06%
29,540
-1,695
16
$1.72M 1.82%
28,317
+57
17
$1.67M 1.77%
15,077
-14
18
$1.58M 1.67%
37,635
-1,893
19
$1.56M 1.65%
+34,597
20
$1.55M 1.64%
30,871
-662
21
$1.51M 1.6%
1,936
+104
22
$1.36M 1.44%
6,464
+4,862
23
$1.34M 1.42%
8,272
-102
24
$983K 1.04%
5,445
-1,783
25
$981K 1.04%
2,676
-343
1
2 3 4 5