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
801
$3.26K ﹤0.01%
+1,700
802
$3.25K ﹤0.01%
+1,750
803
$3.23K ﹤0.01%
+886
804
$3.23K ﹤0.01%
+700
805
$3.23K ﹤0.01%
+15
806
$3.21K ﹤0.01%
+60
807
$3.2K ﹤0.01%
+33
808
$3.14K ﹤0.01%
+250
809
$3.12K ﹤0.01%
+162
810
$3.07K ﹤0.01%
+330
811
$3.06K ﹤0.01%
+75
812
$3.06K ﹤0.01%
+8,735
813
$3.04K ﹤0.01%
+338
814
$3.03K ﹤0.01%
+50
815
$2.98K ﹤0.01%
+297
816
$2.96K ﹤0.01%
+261
817
$2.95K ﹤0.01%
+135
818
$2.95K ﹤0.01%
+100
819
$2.92K ﹤0.01%
+193
820
$2.9K ﹤0.01%
+20
821
$2.9K ﹤0.01%
+50
822
$2.88K ﹤0.01%
+11
823
$2.83K ﹤0.01%
+45
824
$2.81K ﹤0.01%
+140
825
$2.78K ﹤0.01%
+90
31 32
33
34 35