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
301
$50.7K 0.04%
+2,101
302
$49.9K 0.04%
+300
303
$49.6K 0.04%
+2,200
304
$48.9K 0.04%
+1,450
305
$48.8K 0.04%
+507
306
$48.7K 0.04%
+1,225
307
$48.6K 0.04%
+983
308
$48.2K 0.04%
+3,500
309
$48K 0.04%
+1,290
310
$47.6K 0.04%
+2,100
311
$47.3K 0.04%
+350
312
$46.5K 0.04%
+343
313
$46.2K 0.03%
+313
314
$45.9K 0.03%
+12,515
315
$45.8K 0.03%
+810
316
$45.7K 0.03%
+1,105
317
$45.6K 0.03%
+209
318
$45.5K 0.03%
+6
319
$44.4K 0.03%
+200
320
$44.1K 0.03%
+629
321
$43.7K 0.03%
+687
322
$43.5K 0.03%
+849
323
$43.5K 0.03%
+3,429
324
$43.4K 0.03%
+717
325
$43.3K 0.03%
+500
11 12
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