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Home > Institutional Investor > Redwood Wealth Management Group, Llc > Profile

Instuitional Investor - Redwood Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Redwood Wealth Management Group, Llc
Portfolio Value $90,185,406
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 11,534 $4,337,297 4.8%
2.
Apple Inc.
 AAPL 20,517 $3,950,164 4.38%
3.
International Business Machines Corp
 IBM 20,485 $3,350,283 3.71%
4.
Spdr Series Trust
 24,376 $3,046,213 3.37%
5.
Ishares Trust
 IEF 5,771 $2,756,403 3.05%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)