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
901
$1.62K ﹤0.01%
+100
902
$1.62K ﹤0.01%
+546
903
$1.61K ﹤0.01%
+15
904
$1.6K ﹤0.01%
+800
905
$1.6K ﹤0.01%
+500
906
$1.58K ﹤0.01%
+40
907
$1.58K ﹤0.01%
+1
908
$1.57K ﹤0.01%
+407
909
$1.56K ﹤0.01%
+36
910
$1.56K ﹤0.01%
+150
911
$1.56K ﹤0.01%
+32
912
$1.55K ﹤0.01%
+39
913
$1.54K ﹤0.01%
+50
914
$1.54K ﹤0.01%
+101
915
$1.54K ﹤0.01%
+500
916
$1.53K ﹤0.01%
+20
917
$1.51K ﹤0.01%
+270
918
$1.51K ﹤0.01%
+3,000
919
$1.5K ﹤0.01%
+300
920
$1.5K ﹤0.01%
+38,350
921
$1.49K ﹤0.01%
+22
922
$1.47K ﹤0.01%
+7
923
$1.47K ﹤0.01%
+205
924
$1.47K ﹤0.01%
+5
925
$1.47K ﹤0.01%
+18
35 36
37
38 39