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
451
$18.9K 0.01%
+531
452
$18.8K 0.01%
+900
453
$18.8K 0.01%
+2,500
454
$18.6K 0.01%
+232
455
$18.4K 0.01%
+335
456
$18.4K 0.01%
+185
457
$18.3K 0.01%
+39
458
$18.3K 0.01%
+1,042
459
$18K 0.01%
+1,389
460
$17.7K 0.01%
+6,329
461
$17.5K 0.01%
+1,750
462
$17.5K 0.01%
+290
463
$17.4K 0.01%
+207
464
$17.4K 0.01%
+1,000
465
$17.3K 0.01%
+185
466
$17.1K 0.01%
+86
467
$16.8K 0.01%
+245
468
$16.8K 0.01%
+1,500
469
$16.7K 0.01%
+450
470
$16.6K 0.01%
+750
471
$16.6K 0.01%
+400
472
$16.6K 0.01%
+5,000
473
$16.6K 0.01%
+500
474
$16.5K 0.01%
+1,000
475
$16.5K 0.01%
+6,555