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
1076
$291 ﹤0.01%
+2
1077
$290 ﹤0.01%
+9,675
1078
$288 ﹤0.01%
+5
1079
$288 ﹤0.01%
+1
1080
$286 ﹤0.01%
+10
1081
$286 ﹤0.01%
+10
1082
$282 ﹤0.01%
+2
1083
$271 ﹤0.01%
+5
1084
$270 ﹤0.01%
+1
1085
$266 ﹤0.01%
+200
1086
$260 ﹤0.01%
+4
1087
$259 ﹤0.01%
+2
1088
$257 ﹤0.01%
+1
1089
$254 ﹤0.01%
+28,205
1090
$251 ﹤0.01%
+13
1091
$241 ﹤0.01%
+1
1092
$239 ﹤0.01%
+32
1093
$232 ﹤0.01%
+1
1094
$227 ﹤0.01%
+2
1095
$225 ﹤0.01%
+1
1096
$224 ﹤0.01%
+1
1097
$222 ﹤0.01%
+5
1098
$221 ﹤0.01%
+5
1099
$220 ﹤0.01%
+200
1100
$220 ﹤0.01%
+1
42 43
44
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