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
351
$35.9K 0.03%
+733
352
$35.9K 0.03%
+308
353
$35.7K 0.03%
+1,431
354
$35.7K 0.03%
+9
355
$35.4K 0.03%
+299
356
$35.4K 0.03%
+1,852
357
$35.1K 0.03%
+2,082
358
$35K 0.03%
+2,439
359
$34.9K 0.03%
+533
360
$34.6K 0.03%
+880
361
$34.5K 0.03%
+3,050
362
$34.4K 0.03%
+6,750
363
$34.1K 0.03%
+260
364
$33K 0.02%
+201
365
$32.5K 0.02%
+1,545
366
$32.5K 0.02%
+455
367
$32.5K 0.02%
+101
368
$31.9K 0.02%
+601
369
$31.7K 0.02%
+246
370
$30.9K 0.02%
+450
371
$30.8K 0.02%
+750
372
$30.6K 0.02%
+300
373
$30.4K 0.02%
+5,472
374
$30.2K 0.02%
+505
375
$29.9K 0.02%
+2,000