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
476
$16.1K 0.01%
+849
477
$16K 0.01%
+556
478
$15.9K 0.01%
+92
479
$15.8K 0.01%
+195
480
$15.8K 0.01%
+1,000
481
$15.7K 0.01%
+51
482
$15.7K 0.01%
+1,000
483
$15.7K 0.01%
+2,546
484
$15.6K 0.01%
+76
485
$15.6K 0.01%
+90
486
$15.6K 0.01%
+155
487
$15.5K 0.01%
+28
488
$15.4K 0.01%
+3,550
489
$15.3K 0.01%
+446
490
$15.2K 0.01%
+370
491
$15.2K 0.01%
+581
492
$15.1K 0.01%
+307
493
$14.9K 0.01%
+620
494
$14.9K 0.01%
+161
495
$14.9K 0.01%
+150
496
$14.8K 0.01%
+258
497
$14.7K 0.01%
+180
498
$14.7K 0.01%
+600
499
$14.7K 0.01%
+111
500
$14.6K 0.01%
+1,769