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
126
$168K 0.13%
+652
127
$167K 0.13%
+858
128
$165K 0.12%
+6,360
129
$165K 0.12%
+12,171
130
$164K 0.12%
+593
131
$164K 0.12%
+2,375
132
$161K 0.12%
+1,029
133
$160K 0.12%
1,080
-157
134
$160K 0.12%
+3,688
135
$159K 0.12%
+2,048
136
$158K 0.12%
+8,870
137
$158K 0.12%
+1,328
138
$157K 0.12%
+4,224
139
$156K 0.12%
13,360
140
$152K 0.11%
+2,042
141
$150K 0.11%
+1,612
142
$150K 0.11%
+15,378
143
$149K 0.11%
+1,917
144
$147K 0.11%
+23,035
145
$146K 0.11%
+4,020
146
$145K 0.11%
+835
147
$145K 0.11%
+2,150
148
$145K 0.11%
+2,285
149
$145K 0.11%
+3,176
150
$143K 0.11%
+716
4 5
6
7 8