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
776
$3.92K ﹤0.01%
+19
777
$3.91K ﹤0.01%
+15
778
$3.87K ﹤0.01%
+366
779
$3.81K ﹤0.01%
+55
780
$3.8K ﹤0.01%
+200
781
$3.79K ﹤0.01%
+500
782
$3.78K ﹤0.01%
+1,000
783
$3.77K ﹤0.01%
+200
784
$3.71K ﹤0.01%
+100
785
$3.7K ﹤0.01%
+19
786
$3.7K ﹤0.01%
+58
787
$3.69K ﹤0.01%
+65
788
$3.66K ﹤0.01%
+160
789
$3.66K ﹤0.01%
+64
790
$3.64K ﹤0.01%
+180
791
$3.64K ﹤0.01%
+25
792
$3.61K ﹤0.01%
+100
793
$3.53K ﹤0.01%
+14
794
$3.5K ﹤0.01%
+20
795
$3.49K ﹤0.01%
+8
796
$3.48K ﹤0.01%
+12
797
$3.47K ﹤0.01%
+200
798
$3.44K ﹤0.01%
+250
799
$3.27K ﹤0.01%
+100
800
$3.27K ﹤0.01%
+36
30 31
32
33 34