RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
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 +$695K
2 +$475K
3 +$426K
4
CRWD icon
CrowdStrike
CRWD
+$294K
5
SILA
Sila Realty Trust
SILA
+$291K

Top Sells

1 +$140K
2 +$139K
3 +$125K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$73.5K
5
UBER icon
Uber
UBER
+$65.8K

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
226
$83K 0.06%
+1,355
227
$81.1K 0.06%
+8,960
228
$80.7K 0.06%
+1,461
229
$80.3K 0.06%
+1,600
230
$80.3K 0.06%
+2,906
231
$80.1K 0.06%
+139
232
$80.1K 0.06%
+4,875
233
$79.4K 0.06%
+20,192
234
$76.5K 0.06%
+1,350
235
$76.1K 0.06%
+977
236
$75.9K 0.06%
+1,908
237
$75K 0.06%
+1,945
238
$73.7K 0.06%
+1,882
239
$73.4K 0.06%
+642
240
$72.5K 0.05%
+1,750
241
$72K 0.05%
+1,650
242
$72K 0.05%
+4,885
243
$71.3K 0.05%
+1,851
244
$70.8K 0.05%
+2,046
245
$69.7K 0.05%
+7,214
246
$69.3K 0.05%
+10,743
247
$68.6K 0.05%
+250
248
$68.4K 0.05%
+249
249
$68.1K 0.05%
+1,500
250
$67.8K 0.05%
+958