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
551
$11.3K 0.01%
+300
552
$11.1K 0.01%
+2,000
553
$10.9K 0.01%
+312
554
$10.9K 0.01%
+580
555
$10.8K 0.01%
+118
556
$10.8K 0.01%
+189
557
$10.8K 0.01%
+1,950
558
$10.8K 0.01%
+210
559
$10.5K 0.01%
+2,000
560
$10.5K 0.01%
+125
561
$10.4K 0.01%
+67
562
$10.4K 0.01%
+450
563
$10.4K 0.01%
+113
564
$10.4K 0.01%
+100
565
$10.4K 0.01%
+47
566
$10.4K 0.01%
+85
567
$10.3K 0.01%
+5,813
568
$10.3K 0.01%
+158
569
$10.3K 0.01%
+60
570
$10.3K 0.01%
+27
571
$10.3K 0.01%
+600
572
$10.3K 0.01%
+100
573
$10.3K 0.01%
+23
574
$10.2K 0.01%
+150
575
$10.1K 0.01%
+89