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
501
$14.6K 0.01%
+11,750
502
$14.5K 0.01%
+1,300
503
$14.4K 0.01%
+2,000
504
$14.4K 0.01%
+1,275
505
$14.4K 0.01%
+309
506
$14.3K 0.01%
+188
507
$14.3K 0.01%
+550
508
$14.1K 0.01%
+180
509
$14K 0.01%
+1,442
510
$13.7K 0.01%
+168
511
$13.6K 0.01%
+194
512
$13.6K 0.01%
+350
513
$13.5K 0.01%
+900
514
$13.5K 0.01%
+405
515
$13.5K 0.01%
+246
516
$13.5K 0.01%
+100
517
$13.5K 0.01%
+600
518
$13.1K 0.01%
+65
519
$13K 0.01%
+51
520
$12.9K 0.01%
+500
521
$12.8K 0.01%
+187
522
$12.7K 0.01%
+99
523
$12.7K 0.01%
+333
524
$12.6K 0.01%
+160
525
$12.5K 0.01%
+11