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
1126
$167 ﹤0.01%
+17
1127
$166 ﹤0.01%
+100
1128
$155 ﹤0.01%
+282
1129
$155 ﹤0.01%
+1
1130
$154 ﹤0.01%
+50
1131
$152 ﹤0.01%
+1
1132
$151 ﹤0.01%
+430
1133
$145 ﹤0.01%
+5
1134
$140 ﹤0.01%
+20
1135
$138 ﹤0.01%
+1
1136
$138 ﹤0.01%
+9
1137
$135 ﹤0.01%
+69
1138
$126 ﹤0.01%
+6
1139
$117 ﹤0.01%
+50
1140
$117 ﹤0.01%
+100
1141
$113 ﹤0.01%
+5
1142
$112 ﹤0.01%
+40
1143
$93 ﹤0.01%
+100
1144
$92 ﹤0.01%
+1
1145
$70 ﹤0.01%
+30
1146
$66 ﹤0.01%
+2
1147
$64 ﹤0.01%
+29
1148
$48 ﹤0.01%
+85
1149
$39 ﹤0.01%
+5
1150
$37 ﹤0.01%
+2
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46
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