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
$236M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$825K
3
+$597K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$595K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$245K

Top Sells

1
+$595K
2
+$317K
3
+$294K
4
DRS icon
Leonardo DRS
DRS
+$222K
5
XOM icon
Exxon Mobil
XOM
+$185K

Sector Composition

1 Technology 20.37%
2 Communication Services 5.74%
3 Energy 5.3%
4 Consumer Discretionary 4.02%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.32M 2.68%
12,207
-10
2
$5.98M 2.54%
32,047
+169
3
$5.47M 2.32%
19,383
+381
4
$5.41M 2.3%
216,635
-2,902
5
$5.27M 2.24%
15,974
-266
6
$4.21M 1.78%
17,276
-309
7
$4.11M 1.74%
34,017
-9
8
$4.04M 1.71%
15,854
-502
9
$3.95M 1.67%
21,633
-338
10
$3.77M 1.6%
17,169
-94
11
$3.74M 1.59%
5,592
-1
12
$3.62M 1.53%
14,878
-348
13
$3.42M 1.45%
14,148
+9
14
$2.99M 1.27%
174,039
-4,441
15
$2.57M 1.09%
90,610
-2,409
16
$2.39M 1.01%
21,219
-1,667
17
$2.31M 0.98%
52,283
-19,757
18
$2.31M 0.98%
25,863
+6,821
19
$2.22M 0.94%
4,990
+54
20
$1.85M 0.78%
2,425
+10
21
$1.81M 0.77%
2,471
+37
22
$1.81M 0.77%
27,733
23
$1.78M 0.76%
39,009
-2,365
24
$1.77M 0.75%
12,645
-740
25
$1.76M 0.75%
29,430
-74
1
2 3 4 5