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
701
$5.69K ﹤0.01%
+440
702
$5.66K ﹤0.01%
+155
703
$5.66K ﹤0.01%
+25
704
$5.65K ﹤0.01%
+489
705
$5.62K ﹤0.01%
+400
706
$5.6K ﹤0.01%
+1,209
707
$5.58K ﹤0.01%
+155
708
$5.58K ﹤0.01%
+74
709
$5.52K ﹤0.01%
+50
710
$5.45K ﹤0.01%
+107
711
$5.42K ﹤0.01%
+91
712
$5.37K ﹤0.01%
+175
713
$5.34K ﹤0.01%
+50
714
$5.33K ﹤0.01%
+50
715
$5.3K ﹤0.01%
+100
716
$5.27K ﹤0.01%
+600
717
$5.23K ﹤0.01%
+50
718
$5.18K ﹤0.01%
+55
719
$5.13K ﹤0.01%
+250
720
$5.13K ﹤0.01%
+380
721
$5.13K ﹤0.01%
+1,500
722
$5.13K ﹤0.01%
+29
723
$5.08K ﹤0.01%
+62
724
$5.02K ﹤0.01%
+200
725
$4.97K ﹤0.01%
+600