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
1101
$220 ﹤0.01%
+30
1102
$218 ﹤0.01%
+8
1103
$218 ﹤0.01%
+1
1104
$216 ﹤0.01%
+5
1105
$207 ﹤0.01%
+1
1106
$207 ﹤0.01%
+100
1107
$206 ﹤0.01%
+5
1108
$205 ﹤0.01%
+2
1109
$201 ﹤0.01%
+15
1110
$200 ﹤0.01%
+10
1111
$199 ﹤0.01%
+5
1112
$197 ﹤0.01%
+1
1113
$195 ﹤0.01%
+10
1114
$194 ﹤0.01%
+30
1115
$191 ﹤0.01%
+1
1116
$185 ﹤0.01%
+1
1117
$183 ﹤0.01%
+1
1118
$179 ﹤0.01%
+5
1119
$179 ﹤0.01%
+5
1120
$176 ﹤0.01%
+5
1121
$175 ﹤0.01%
+10
1122
$175 ﹤0.01%
+1
1123
$172 ﹤0.01%
+5
1124
$170 ﹤0.01%
+2
1125
$167 ﹤0.01%
+1
43 44
45
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