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
201
$96K 0.07%
+2,123
202
$95.7K 0.07%
+1,238
203
$95.2K 0.07%
+203
204
$94.9K 0.07%
+30,600
205
$94.8K 0.07%
+7,450
206
$94.7K 0.07%
+10,360
207
$94.6K 0.07%
+1,038
208
$93.7K 0.07%
+5,405
209
$93.3K 0.07%
+898
210
$93.1K 0.07%
+6,050
211
$93.1K 0.07%
+310
212
$92.5K 0.07%
+6,339
213
$91.7K 0.07%
+7,800
214
$91.7K 0.07%
+3,015
215
$90.7K 0.07%
+2,694
216
$90.3K 0.07%
+166
217
$90.3K 0.07%
+1,025
218
$89.6K 0.07%
+1,130
219
$89.5K 0.07%
+558
220
$88.7K 0.07%
+1,736
221
$86.6K 0.07%
+2,269
222
$86.4K 0.07%
+13,066
223
$86.1K 0.06%
+610
224
$84.3K 0.06%
+328
225
$84.3K 0.06%
+353