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
676
$6.28K ﹤0.01%
+169
677
$6.27K ﹤0.01%
+114
678
$6.22K ﹤0.01%
+200
679
$6.2K ﹤0.01%
+41
680
$6.19K ﹤0.01%
+192
681
$6.19K ﹤0.01%
+1,710
682
$6.19K ﹤0.01%
+57
683
$6.16K ﹤0.01%
+900
684
$6.08K ﹤0.01%
+310
685
$6.07K ﹤0.01%
+274
686
$6.05K ﹤0.01%
+85
687
$6.01K ﹤0.01%
+200
688
$6K ﹤0.01%
+60
689
$6K ﹤0.01%
+24
690
$5.98K ﹤0.01%
+1,100
691
$5.97K ﹤0.01%
+1,157
692
$5.97K ﹤0.01%
+24
693
$5.96K ﹤0.01%
+76
694
$5.96K ﹤0.01%
+110
695
$5.93K ﹤0.01%
+410
696
$5.92K ﹤0.01%
+50
697
$5.83K ﹤0.01%
+400
698
$5.76K ﹤0.01%
+8,200
699
$5.74K ﹤0.01%
+55
700
$5.73K ﹤0.01%
+95