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
251
$67.3K 0.05%
+1,580
252
$67.1K 0.05%
+195
253
$66.9K 0.05%
+9,515
254
$66.8K 0.05%
+202
255
$66K 0.05%
+171
256
$66K 0.05%
+181
257
$65.3K 0.05%
+413
258
$65.1K 0.05%
+985
259
$65.1K 0.05%
+4,650
260
$64.8K 0.05%
+1,090
261
$64.7K 0.05%
+1,331
262
$64.1K 0.05%
+6,174
263
$63.9K 0.05%
+1,013
264
$62.9K 0.05%
+1,165
265
$62.8K 0.05%
+10,181
266
$62.6K 0.05%
+1,495
267
$62.5K 0.05%
+10,550
268
$61.9K 0.05%
+2,750
269
$61.9K 0.05%
+8,350
270
$61.2K 0.05%
+1,250
271
$61.2K 0.05%
+7,230
272
$60.7K 0.05%
+1,750
273
$60.6K 0.05%
+3,000
274
$60.6K 0.05%
+1,148
275
$60.6K 0.05%
+119