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
1151
$34 ﹤0.01%
+27
1152
$32 ﹤0.01%
+2
1153
$27 ﹤0.01%
+20
1154
$26 ﹤0.01%
+2
1155
$26 ﹤0.01%
+20
1156
$24 ﹤0.01%
+1
1157
$20 ﹤0.01%
+1
1158
$19 ﹤0.01%
+2
1159
$16 ﹤0.01%
+1
1160
$13 ﹤0.01%
+124,315
1161
$10 ﹤0.01%
+1,600
1162
$6 ﹤0.01%
+1
1163
$5 ﹤0.01%
+1
1164
$3 ﹤0.01%
+260
1165
$2 ﹤0.01%
+1,175
1166
– –
0
1167
$0 ﹤0.01%
+4
1168
$0 ﹤0.01%
+15
1169
$0 ﹤0.01%
+1
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