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
851
$2.37K ﹤0.01%
+94
852
$2.33K ﹤0.01%
+500
853
$2.33K ﹤0.01%
+60
854
$2.33K ﹤0.01%
+100
855
$2.32K ﹤0.01%
+64
856
$2.31K ﹤0.01%
+104
857
$2.28K ﹤0.01%
+20
858
$2.25K ﹤0.01%
+738
859
$2.24K ﹤0.01%
+100
860
$2.24K ﹤0.01%
+28
861
$2.23K ﹤0.01%
+135
862
$2.2K ﹤0.01%
+25
863
$2.2K ﹤0.01%
+12
864
$2.19K ﹤0.01%
+98
865
$2.17K ﹤0.01%
+50
866
$2.17K ﹤0.01%
+142
867
$2.17K ﹤0.01%
+20
868
$2.17K ﹤0.01%
+100
869
$2.13K ﹤0.01%
+71
870
$2.13K ﹤0.01%
+20
871
$2.11K ﹤0.01%
+60
872
$2.11K ﹤0.01%
+90
873
$2.11K ﹤0.01%
+981
874
$2.1K ﹤0.01%
+150
875
$2.09K ﹤0.01%
+33
33 34
35
36 37