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
401
$25K 0.02%
+50
402
$24.8K 0.02%
+1,785
403
$24.7K 0.02%
+242
404
$24.7K 0.02%
+621
405
$24.5K 0.02%
+207
406
$24.5K 0.02%
+2,202
407
$24.4K 0.02%
+426
408
$24.3K 0.02%
+300
409
$24.2K 0.02%
+147
410
$24.1K 0.02%
+367
411
$24K 0.02%
+1,600
412
$23.7K 0.02%
+8
413
$23.6K 0.02%
+500
414
$23.5K 0.02%
+44
415
$23.4K 0.02%
+101
416
$23.4K 0.02%
+157
417
$23.1K 0.02%
+1,100
418
$23K 0.02%
+1,720
419
$22.8K 0.02%
+212
420
$22.8K 0.02%
+5,000
421
$22.6K 0.02%
+645
422
$22.6K 0.02%
+530
423
$22.5K 0.02%
+252
424
$22.2K 0.02%
+214
425
$22.1K 0.02%
+214