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
726
$4.97K ﹤0.01%
+130
727
$4.97K ﹤0.01%
+93
728
$4.92K ﹤0.01%
+93
729
$4.91K ﹤0.01%
+368
730
$4.89K ﹤0.01%
+20
731
$4.87K ﹤0.01%
+4,166
732
$4.87K ﹤0.01%
+200
733
$4.85K ﹤0.01%
+120
734
$4.82K ﹤0.01%
+600
735
$4.77K ﹤0.01%
+500
736
$4.77K ﹤0.01%
+213
737
$4.75K ﹤0.01%
+60
738
$4.68K ﹤0.01%
+750
739
$4.64K ﹤0.01%
+250
740
$4.64K ﹤0.01%
+19
741
$4.63K ﹤0.01%
+1,400
742
$4.61K ﹤0.01%
+81
743
$4.55K ﹤0.01%
+44
744
$4.55K ﹤0.01%
+500
745
$4.51K ﹤0.01%
+30
746
$4.51K ﹤0.01%
+136
747
$4.5K ﹤0.01%
+59
748
$4.5K ﹤0.01%
+240
749
$4.48K ﹤0.01%
+134
750
$4.42K ﹤0.01%
+85
28 29
30
31 32