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
826
$2.76K ﹤0.01%
+82
827
$2.75K ﹤0.01%
+100
828
$2.73K ﹤0.01%
+90
829
$2.73K ﹤0.01%
+18
830
$2.72K ﹤0.01%
+64
831
$2.7K ﹤0.01%
+100
832
$2.7K ﹤0.01%
+50
833
$2.69K ﹤0.01%
+57
834
$2.66K ﹤0.01%
+94
835
$2.65K ﹤0.01%
+6
836
$2.63K ﹤0.01%
+80
837
$2.62K ﹤0.01%
+13
838
$2.62K ﹤0.01%
+108
839
$2.6K ﹤0.01%
+73
840
$2.59K ﹤0.01%
+134
841
$2.58K ﹤0.01%
+200
842
$2.58K ﹤0.01%
+40
843
$2.55K ﹤0.01%
+252
844
$2.55K ﹤0.01%
+120
845
$2.54K ﹤0.01%
+129
846
$2.51K ﹤0.01%
+212
847
$2.5K ﹤0.01%
+33
848
$2.49K ﹤0.01%
+90
849
$2.45K ﹤0.01%
+118
850
$2.39K ﹤0.01%
+20
32 33
34
35 36