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
651
$7.33K 0.01%
+200
652
$7.28K 0.01%
+6,800
653
$7.25K 0.01%
+22
654
$7.14K 0.01%
+50
655
$7.11K 0.01%
+35
656
$7.08K 0.01%
+380
657
$7.07K 0.01%
+300
658
$7.04K 0.01%
+187
659
$7.01K 0.01%
+31
660
$7.01K 0.01%
+46
661
$6.89K 0.01%
+336
662
$6.84K 0.01%
+64
663
$6.79K 0.01%
+200
664
$6.79K 0.01%
+50
665
$6.78K 0.01%
+42
666
$6.75K 0.01%
+235
667
$6.72K 0.01%
+61
668
$6.69K 0.01%
+61
669
$6.67K 0.01%
+400
670
$6.51K ﹤0.01%
+1,310
671
$6.48K ﹤0.01%
+29
672
$6.48K ﹤0.01%
+516
673
$6.44K ﹤0.01%
+250
674
$6.39K ﹤0.01%
+550
675
$6.39K ﹤0.01%
+1,000
25 26
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