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
26
$897K 0.68%
5,530
+85
27
$884K 0.67%
2,653
-23
28
$852K 0.64%
2,901
+1
29
$835K 0.63%
3,276
-24
30
$809K 0.61%
1,604
+479
31
$805K 0.61%
4,695
-154
32
$783K 0.59%
3,958
+1,304
33
$768K 0.58%
10,666
-270
34
$749K 0.56%
2,398
+25
35
$742K 0.56%
29,310
+1,025
36
$727K 0.55%
21,733
+20
37
$707K 0.53%
7,041
-200
38
$696K 0.52%
24,865
+1,405
39
$695K 0.52%
+87,477
40
$664K 0.5%
5,045
+6
41
$657K 0.49%
9,034
-905
42
$638K 0.48%
6,214
-68
43
$637K 0.48%
4,063
+52
44
$610K 0.46%
9,247
+783
45
$598K 0.45%
6,125
-410
46
$583K 0.44%
16,386
-814
47
$574K 0.43%
5,000
48
$570K 0.43%
3,900
+15
49
$554K 0.42%
527
-29
50
$542K 0.41%
18,693
+207
1
2
3 4 5