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
$223M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$852K
3
+$533K
4
IOT icon
Samsara
IOT
+$457K
5
CRDO icon
Credo Technology Group
CRDO
+$366K

Top Sells

1
+$1.47M
2
+$480K
3
+$316K
4
SILA
Sila Realty Trust
SILA
+$223K
5
CLX icon
Clorox
CLX
+$220K

Sector Composition

1 Technology 18.54%
2 Energy 5.79%
3 Communication Services 5.16%
4 Consumer Discretionary 3.64%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.46T
$1.57M 0.7%
4,936
+215
MRVL icon
27
Marvell Technology
MRVL
$75.8B
$1.29M 0.58%
16,669
+121
VZ icon
28
Verizon
VZ
$171B
$1.26M 0.56%
29,034
-2,021
PG icon
29
Procter & Gamble
PG
$354B
$1.18M 0.53%
7,432
-149
MRK icon
30
Merck
MRK
$212B
$1.15M 0.51%
14,477
-345
CAT icon
31
Caterpillar
CAT
$247B
$1.04M 0.47%
2,669
+25
RTX icon
32
RTX Corp
RTX
$211B
$990K 0.45%
6,783
+7
ABBV icon
33
AbbVie
ABBV
$406B
$861K 0.39%
4,639
-34
UBER icon
34
Uber
UBER
$192B
$860K 0.39%
9,215
-90
BRBR icon
35
BellRing Brands
BRBR
$4.16B
$852K 0.38%
+14,700
MU icon
36
Micron Technology
MU
$227B
$835K 0.38%
6,774
+340
MCD icon
37
McDonald's
MCD
$220B
$830K 0.37%
2,842
-64
AON icon
38
Aon
AON
$74.7B
$816K 0.37%
2,286
-31
ZETA icon
39
Zeta Global
ZETA
$4.24B
$806K 0.36%
52,013
+5,350
QCOM icon
40
Qualcomm
QCOM
$176B
$768K 0.35%
4,825
-33
ENB icon
41
Enbridge
ENB
$103B
$755K 0.34%
16,670
-40
AMD icon
42
Advanced Micro Devices
AMD
$378B
$725K 0.33%
5,110
+160
T icon
43
AT&T
T
$188B
$716K 0.32%
24,725
+672
CSX icon
44
CSX Corp
CSX
$68.2B
$709K 0.32%
21,743
+30
CSCO icon
45
Cisco
CSCO
$277B
$686K 0.31%
9,881
-92
INGR icon
46
Ingredion
INGR
$7.79B
$678K 0.3%
5,000
EQT icon
47
EQT Corp
EQT
$33.7B
$652K 0.29%
11,174
-197
HIMX
48
Himax Technologies
HIMX
$1.62B
$652K 0.29%
72,960
-6,700
BMY icon
49
Bristol-Myers Squibb
BMY
$88.8B
$650K 0.29%
14,052
+101
ETN icon
50
Eaton
ETN
$145B
$629K 0.28%
1,761
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