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
176
$111K 0.08%
+1,027
177
$111K 0.08%
+2,175
178
$111K 0.08%
+693
179
$109K 0.08%
+798
180
$108K 0.08%
+3,400
181
$107K 0.08%
+2,271
182
$107K 0.08%
+2,750
183
$106K 0.08%
+2,160
184
$104K 0.08%
+46,400
185
$103K 0.08%
+2,141
186
$103K 0.08%
+7,897
187
$102K 0.08%
+1,165
188
$102K 0.08%
+3,812
189
$102K 0.08%
+61,755
190
$101K 0.08%
+87,955
191
$101K 0.08%
+1,153
192
$101K 0.08%
35,711
+17,550
193
$101K 0.08%
+1,057
194
$101K 0.08%
+2,700
195
$100K 0.08%
+1,800
196
$100K 0.08%
24,277
-37
197
$99.6K 0.08%
+224
198
$99K 0.07%
+3,196
199
$98K 0.07%
+3,625
200
$97.8K 0.07%
+2,948