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
576
$10.1K 0.01%
+300
577
$10.1K 0.01%
+100
578
$10.1K 0.01%
+284
579
$10K 0.01%
+310
580
$10K 0.01%
+26
581
$9.96K 0.01%
+79
582
$9.95K 0.01%
+206
583
$9.9K 0.01%
+2,446
584
$9.88K 0.01%
+54
585
$9.87K 0.01%
+400
586
$9.84K 0.01%
+65
587
$9.73K 0.01%
+431
588
$9.73K 0.01%
+431
589
$9.69K 0.01%
+570
590
$9.57K 0.01%
+32
591
$9.53K 0.01%
+78
592
$9.53K 0.01%
+225
593
$9.52K 0.01%
+1,100
594
$9.51K 0.01%
+390
595
$9.41K 0.01%
+300
596
$9.36K 0.01%
+315
597
$9.35K 0.01%
+100
598
$9.29K 0.01%
+186
599
$9.18K 0.01%
+318
600
$9.17K 0.01%
+511