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
151
$143K 0.11%
+1,467
152
$143K 0.11%
+1,467
153
$140K 0.11%
+1,970
154
$139K 0.1%
+3,294
155
$138K 0.1%
+370
156
$135K 0.1%
+4,010
157
$133K 0.1%
+2,000
158
$133K 0.1%
+4,121
159
$132K 0.1%
+13,395
160
$132K 0.1%
+616
161
$131K 0.1%
+4,610
162
$129K 0.1%
+2,433
163
$128K 0.1%
+1,649
164
$127K 0.1%
+1,081
165
$124K 0.09%
+395
166
$124K 0.09%
+1,904
167
$122K 0.09%
+1,365
168
$122K 0.09%
+119
169
$117K 0.09%
+2,014
170
$115K 0.09%
+4,500
171
$115K 0.09%
+2,408
172
$115K 0.09%
+3,368
173
$114K 0.09%
+1,165
174
$112K 0.08%
+1,245
175
$111K 0.08%
+1,420
5 6
7
8 9