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
926
$1.47K ﹤0.01%
+138
927
$1.47K ﹤0.01%
+9
928
$1.42K ﹤0.01%
+20
929
$1.42K ﹤0.01%
+13
930
$1.42K ﹤0.01%
+62
931
$1.4K ﹤0.01%
+50
932
$1.4K ﹤0.01%
+600
933
$1.4K ﹤0.01%
+15
934
$1.39K ﹤0.01%
+35
935
$1.36K ﹤0.01%
+4
936
$1.35K ﹤0.01%
+70
937
$1.35K ﹤0.01%
+23
938
$1.32K ﹤0.01%
+30
939
$1.31K ﹤0.01%
+35
940
$1.31K ﹤0.01%
+2
941
$1.28K ﹤0.01%
+30
942
$1.27K ﹤0.01%
+245
943
$1.27K ﹤0.01%
+90
944
$1.27K ﹤0.01%
+3
945
$1.24K ﹤0.01%
+14
946
$1.23K ﹤0.01%
+95
947
$1.23K ﹤0.01%
+115
948
$1.22K ﹤0.01%
+428
949
$1.22K ﹤0.01%
+33
950
$1.21K ﹤0.01%
+4
36 37
38
39 40