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
326
$42.9K 0.03%
+3,800
327
$42.9K 0.03%
+795
328
$42.6K 0.03%
+1,101
329
$42.5K 0.03%
+333
330
$42.3K 0.03%
+3,646
331
$41.8K 0.03%
+1,854
332
$41.4K 0.03%
+472
333
$41.2K 0.03%
+805
334
$40.1K 0.03%
+500
335
$39.8K 0.03%
+850
336
$39.7K 0.03%
+535
337
$39.7K 0.03%
+1,603
338
$39.6K 0.03%
+283
339
$39.5K 0.03%
+22,050
340
$38.9K 0.03%
+1,020
341
$38.8K 0.03%
+244
342
$38K 0.03%
+1,426
343
$37.8K 0.03%
+503
344
$36.9K 0.03%
+1,200
345
$36.8K 0.03%
+2,600
346
$36.8K 0.03%
+2,000
347
$36.6K 0.03%
+900
348
$36.6K 0.03%
+1,200
349
$36.2K 0.03%
+46
350
$36K 0.03%
+435