RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $223M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
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
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
1
$4.92M 3.71%
11,014
+10
2
$3.95M 2.97%
18,750
-160
3
$3.46M 2.6%
19,990
+16
4
$3.3M 2.48%
35,627
+327
5
$3.25M 2.44%
5,930
+154
6
$3.23M 2.43%
26,143
+373
7
$3.06M 2.3%
16,781
-33
8
$2.93M 2.2%
15,953
+155
9
$2.88M 2.17%
22,624
-578
10
$2.79M 2.1%
24,235
+670
11
$2.69M 2.03%
16,770
+190
12
$2.12M 1.6%
106,636
-12
13
$2.04M 1.53%
125,596
-7,695
14
$1.97M 1.48%
44,145
+9,548
15
$1.87M 1.41%
28,774
-766
16
$1.84M 1.38%
14,829
-116
17
$1.76M 1.33%
1,948
+12
18
$1.68M 1.27%
28,793
+476
19
$1.63M 1.23%
15,295
+218
20
$1.56M 1.17%
31,488
+617
21
$1.52M 1.15%
36,875
-760
22
$1.41M 1.06%
6,947
+483
23
$1.34M 1.01%
8,128
-144
24
$1.07M 0.81%
5,546
+237
25
$1.06M 0.8%
5,311
-37
1
2 3 4 5