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
951
$1.2K ﹤0.01%
+144
952
$1.18K ﹤0.01%
+50
953
$1.18K ﹤0.01%
+45
954
$1.18K ﹤0.01%
+2,800
955
$1.16K ﹤0.01%
+500
956
$1.15K ﹤0.01%
+52
957
$1.15K ﹤0.01%
+150
958
$1.15K ﹤0.01%
+15
959
$1.12K ﹤0.01%
+100
960
$1.1K ﹤0.01%
+204
961
$1.1K ﹤0.01%
+23
962
$1.08K ﹤0.01%
+2
963
$1.07K ﹤0.01%
+3,000
964
$1.05K ﹤0.01%
+1,006
965
$1.05K ﹤0.01%
+37
966
$1.03K ﹤0.01%
+27
967
$1.01K ﹤0.01%
+400
968
$971 ﹤0.01%
+585
969
$961 ﹤0.01%
+5
970
$960 ﹤0.01%
+200
971
$959 ﹤0.01%
+700
972
$942 ﹤0.01%
+28
973
$932 ﹤0.01%
+17
974
$926 ﹤0.01%
+12
975
$922 ﹤0.01%
+19
37 38
39
40 41