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
101
$247K 0.19%
8,829
+1,500
102
$238K 0.18%
909
+11
103
$238K 0.18%
+7,000
104
$236K 0.18%
6,294
105
$230K 0.17%
5,569
+10
106
$226K 0.17%
54,352
+720
107
$225K 0.17%
8,695
-50
108
$220K 0.17%
+1,204
109
$220K 0.17%
3,483
+7
110
$212K 0.16%
4,005
+57
111
$212K 0.16%
4,032
-37
112
$207K 0.16%
1,137
-176
113
$204K 0.15%
1,498
+1
114
$203K 0.15%
4,978
+75
115
$202K 0.15%
+884
116
$201K 0.15%
+2,447
117
$194K 0.15%
+3,500
118
$188K 0.14%
+4,501
119
$182K 0.14%
+938
120
$181K 0.14%
+4,146
121
$176K 0.13%
+8,000
122
$174K 0.13%
+4,659
123
$172K 0.13%
+1,720
124
$171K 0.13%
+27,300
125
$169K 0.13%
+1,090
3 4
5
6 7