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
1026
$485 ﹤0.01%
+2
1027
$484 ﹤0.01%
+5
1028
$484 ﹤0.01%
+2
1029
$476 ﹤0.01%
+5
1030
$476 ﹤0.01%
+2
1031
$474 ﹤0.01%
+10
1032
$467 ﹤0.01%
+2
1033
$458 ﹤0.01%
+5
1034
$450 ﹤0.01%
+3
1035
$449 ﹤0.01%
+1
1036
$446 ﹤0.01%
+5
1037
$427 ﹤0.01%
+1
1038
$422 ﹤0.01%
+30
1039
$421 ﹤0.01%
+1
1040
$420 ﹤0.01%
+5
1041
$415 ﹤0.01%
+2
1042
$409 ﹤0.01%
+14
1043
$404 ﹤0.01%
+75
1044
$392 ﹤0.01%
+32
1045
$388 ﹤0.01%
+5
1046
$380 ﹤0.01%
+200
1047
$374 ﹤0.01%
+1
1048
$374 ﹤0.01%
+5
1049
$371 ﹤0.01%
+7
1050
$369 ﹤0.01%
+50
40 41
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43 44