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
626
$8.35K 0.01%
+346
627
$8.35K 0.01%
+661
628
$8.32K 0.01%
+11
629
$8.29K 0.01%
+194
630
$8.29K 0.01%
+305
631
$8.28K 0.01%
+140
632
$8.28K 0.01%
+968
633
$8.26K 0.01%
+14
634
$8.17K 0.01%
+235
635
$8.03K 0.01%
+1,500
636
$7.97K 0.01%
+2,500
637
$7.89K 0.01%
+228
638
$7.84K 0.01%
+47
639
$7.82K 0.01%
+171
640
$7.81K 0.01%
+59
641
$7.73K 0.01%
+193
642
$7.67K 0.01%
+110
643
$7.66K 0.01%
+135
644
$7.6K 0.01%
+525
645
$7.57K 0.01%
+85
646
$7.57K 0.01%
+60
647
$7.41K 0.01%
+110
648
$7.41K 0.01%
+37
649
$7.41K 0.01%
+202
650
$7.4K 0.01%
+240