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
751
$4.41K ﹤0.01%
+200
752
$4.41K ﹤0.01%
+1,000
753
$4.37K ﹤0.01%
+156
754
$4.32K ﹤0.01%
+2,030
755
$4.32K ﹤0.01%
+150
756
$4.31K ﹤0.01%
+1,000
757
$4.29K ﹤0.01%
+60
758
$4.26K ﹤0.01%
+148
759
$4.22K ﹤0.01%
+60
760
$4.22K ﹤0.01%
+55
761
$4.2K ﹤0.01%
+50
762
$4.2K ﹤0.01%
+44
763
$4.19K ﹤0.01%
+224
764
$4.18K ﹤0.01%
+210
765
$4.18K ﹤0.01%
+56
766
$4.13K ﹤0.01%
+84
767
$4.12K ﹤0.01%
+600
768
$4.1K ﹤0.01%
+157
769
$4.07K ﹤0.01%
+54
770
$4.06K ﹤0.01%
+53
771
$4.05K ﹤0.01%
+106
772
$4.04K ﹤0.01%
+39
773
$3.99K ﹤0.01%
+3,000
774
$3.95K ﹤0.01%
+50
775
$3.93K ﹤0.01%
+23
29 30
31
32 33