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
876
$2.08K ﹤0.01%
+9
877
$2.08K ﹤0.01%
+15,790
878
$2.08K ﹤0.01%
+26
879
$2.07K ﹤0.01%
+11
880
$2.06K ﹤0.01%
+15
881
$2K ﹤0.01%
+2,000
882
$1.98K ﹤0.01%
+53
883
$1.96K ﹤0.01%
+1,150
884
$1.95K ﹤0.01%
+50
885
$1.94K ﹤0.01%
+800
886
$1.94K ﹤0.01%
+50
887
$1.9K ﹤0.01%
+13
888
$1.87K ﹤0.01%
+26
889
$1.87K ﹤0.01%
+68
890
$1.85K ﹤0.01%
+20
891
$1.85K ﹤0.01%
+41
892
$1.81K ﹤0.01%
+7
893
$1.78K ﹤0.01%
+100
894
$1.77K ﹤0.01%
+20
895
$1.75K ﹤0.01%
+77
896
$1.71K ﹤0.01%
+16
897
$1.68K ﹤0.01%
+125
898
$1.65K ﹤0.01%
+28
899
$1.65K ﹤0.01%
+2
900
$1.62K ﹤0.01%
+70
34 35
36
37 38