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
76
$398K 0.3%
1,336
-29
77
$397K 0.3%
3,342
+215
78
$393K 0.3%
8,289
+377
79
$390K 0.29%
5,584
+575
80
$385K 0.29%
1,905
+19
81
$382K 0.29%
6,403
-302
82
$360K 0.27%
2,910
+5
83
$360K 0.27%
6,092
+32
84
$342K 0.26%
3,481
-234
85
$340K 0.26%
5,357
-70
86
$336K 0.25%
3,311
+9
87
$326K 0.25%
3,286
+10
88
$307K 0.23%
3,552
-50
89
$301K 0.23%
5,269
+635
90
$294K 0.22%
+768
91
$292K 0.22%
47,350
-50
92
$291K 0.22%
+13,734
93
$278K 0.21%
+2,177
94
$277K 0.21%
2,855
+5
95
$271K 0.2%
14,033
+455
96
$270K 0.2%
7,476
+20
97
$261K 0.2%
1,847
-18
98
$261K 0.2%
2,347
-1,250
99
$260K 0.2%
4,486
-260
100
$250K 0.19%
2,348
-10
2 3
4
5 6