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
526
$12.5K 0.01%
+301
527
$12.4K 0.01%
+1,000
528
$12.4K 0.01%
+230
529
$12.4K 0.01%
+50
530
$12.4K 0.01%
+2,870
531
$12.4K 0.01%
+214
532
$12.3K 0.01%
+150
533
$12.3K 0.01%
+1,500
534
$12.3K 0.01%
+450
535
$12.3K 0.01%
+279
536
$12.3K 0.01%
+100
537
$12.1K 0.01%
+480
538
$12.1K 0.01%
+231
539
$12K 0.01%
+550
540
$12K 0.01%
+210
541
$11.9K 0.01%
+454
542
$11.9K 0.01%
+110
543
$11.8K 0.01%
+128
544
$11.8K 0.01%
+1,100
545
$11.8K 0.01%
+134
546
$11.7K 0.01%
+100
547
$11.6K 0.01%
+200
548
$11.6K 0.01%
+85
549
$11.3K 0.01%
+82
550
$11.3K 0.01%
+65