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
1001
$685 ﹤0.01%
+500
1002
$684 ﹤0.01%
+5
1003
$654 ﹤0.01%
+5
1004
$647 ﹤0.01%
+1
1005
$633 ﹤0.01%
+105
1006
$629 ﹤0.01%
+1,850
1007
$625 ﹤0.01%
+250
1008
$605 ﹤0.01%
+1,000
1009
$595 ﹤0.01%
+1
1010
$593 ﹤0.01%
+5
1011
$590 ﹤0.01%
+4
1012
$580 ﹤0.01%
+2
1013
$568 ﹤0.01%
+1,420
1014
$567 ﹤0.01%
+5
1015
$558 ﹤0.01%
+136
1016
$552 ﹤0.01%
+150
1017
$547 ﹤0.01%
+1,200
1018
$542 ﹤0.01%
+1
1019
$540 ﹤0.01%
+20
1020
$533 ﹤0.01%
+150
1021
$516 ﹤0.01%
+4
1022
$506 ﹤0.01%
+26
1023
$504 ﹤0.01%
+600
1024
$488 ﹤0.01%
+13
1025
$487 ﹤0.01%
+1
39 40
41
42 43