Portfolio (Quarterly)
Guide ↗
Redwood Wealth Management Group, LLC
· CIK 0001963839| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CLSK | GUGGENHEIM LIMITED DURATION P | Technology | 21,670 | $219K | 0.09% | SOLD |
| 22 | SOFI | KEURIG DR PEPPER INC | Financial Services | 8,250 | $216K | 0.09% | SOLD |
| 23 | F | SEARS CDA INC F | Consumer Cyclical | 16,374 | $215K | 0.09% | SOLD |
| 24 | MGK | NUTRIBAND INC | — | 519 | $214K | 0.09% | SOLD |
| 25 | VOO | GOLDMAN SACHS BAN 3.9 | — | 340 | $213K | 0.09% | SOLD |
| 26 | NRG | WEC ENERGY GROUP INC | Utilities | 1,258 | $200K | 0.08% | SOLD |
| 27 | FSK | FLEX LTD F | Financial Services | 13,527 | $200K | 0.08% | SOLD |
| 28 | — | SOUTH BOW CORP F | — | 200,000 | $200K | 0.08% | SOLD |
Sector Allocation
Technology
40.8%
Energy
14.6%
Communication Services
12.4%
Healthcare
8.0%
Consumer Cyclical
7.8%
Industrials
4.8%
Financial Services
4.1%
Basic Materials
3.2%
Consumer Defensive
3.0%
Utilities
1.4%