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
601
$9.08K 0.01%
+600
602
$9.06K 0.01%
+70
603
$9.02K 0.01%
+70
604
$9.01K 0.01%
+530
605
$9K 0.01%
+271
606
$9K 0.01%
+1,393
607
$8.98K 0.01%
+80
608
$8.93K 0.01%
+215
609
$8.89K 0.01%
+75
610
$8.84K 0.01%
+103
611
$8.74K 0.01%
+60
612
$8.72K 0.01%
+1,451
613
$8.69K 0.01%
+50
614
$8.67K 0.01%
+32
615
$8.67K 0.01%
+350
616
$8.66K 0.01%
+80
617
$8.66K 0.01%
+460
618
$8.65K 0.01%
+200
619
$8.61K 0.01%
+255
620
$8.58K 0.01%
+210
621
$8.53K 0.01%
+40
622
$8.47K 0.01%
+393
623
$8.45K 0.01%
+234
624
$8.44K 0.01%
+425
625
$8.38K 0.01%
+177
23 24
25
26 27