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
1051
$365 ﹤0.01%
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1052
$361 ﹤0.01%
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1053
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+5
1054
$353 ﹤0.01%
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$340 ﹤0.01%
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1057
$335 ﹤0.01%
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1059
$329 ﹤0.01%
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1060
$323 ﹤0.01%
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1061
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1062
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1066
$306 ﹤0.01%
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1068
$304 ﹤0.01%
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$301 ﹤0.01%
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1071
$300 ﹤0.01%
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1072
$300 ﹤0.01%
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1073
$299 ﹤0.01%
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1074
$296 ﹤0.01%
+64
1075
$293 ﹤0.01%
+5
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