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
51
$533K 0.4%
12,824
+73
52
$530K 0.4%
13,990
-71
53
$508K 0.38%
19,045
+71
54
$506K 0.38%
1,615
+104
55
$492K 0.37%
10,359
-256
56
$475K 0.36%
+17,001
57
$472K 0.36%
33,645
+1,440
58
$470K 0.35%
4,716
-215
59
$456K 0.34%
8,543
-23
60
$455K 0.34%
974
+125
61
$452K 0.34%
1,000
62
$451K 0.34%
28,295
-150
63
$450K 0.34%
35,878
+113
64
$447K 0.34%
23,387
-571
65
$442K 0.33%
795
+23
66
$438K 0.33%
914
-11
67
$437K 0.33%
22,149
68
$429K 0.32%
11,589
-165
69
$424K 0.32%
1,042
+6
70
$422K 0.32%
1,788
-594
71
$421K 0.32%
19,900
+4,300
72
$418K 0.31%
6,176
+30
73
$410K 0.31%
46,819
+500
74
$400K 0.3%
5,425
-196
75
$399K 0.3%
2,352
+354
1 2
3
4 5