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
426
$21.7K 0.02%
+101
427
$21.4K 0.02%
+2,872
428
$21.1K 0.02%
+4,928
429
$20.5K 0.02%
+300
430
$20.5K 0.02%
+262
431
$20.5K 0.02%
+7,400
432
$20.4K 0.02%
+244
433
$20.2K 0.02%
+1,750
434
$20.1K 0.02%
+2,327
435
$20.1K 0.02%
+4,500
436
$20K 0.02%
+277
437
$19.6K 0.01%
+205
438
$19.6K 0.01%
+155
439
$19.6K 0.01%
+677
440
$19.5K 0.01%
+138
441
$19.4K 0.01%
+186
442
$19.4K 0.01%
+2,200
443
$19.3K 0.01%
+175
444
$19.3K 0.01%
+360
445
$19.2K 0.01%
+1,880
446
$19.2K 0.01%
+400
447
$19.1K 0.01%
+850
448
$19K 0.01%
+126
449
$18.9K 0.01%
+21
450
$18.9K 0.01%
+1,165