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
$80.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.81M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
XOM icon
Exxon Mobil
XOM
+$2.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.96%
2 Energy 13.96%
3 Healthcare 12.38%
4 Communication Services 7.71%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$847K 1.06%
+9,620
27
$806K 1.01%
+7,990
28
$771K 0.96%
+2,910
29
$762K 0.95%
+19,495
30
$750K 0.94%
+12,972
31
$724K 0.9%
+12,182
32
$714K 0.89%
+4,044
33
$701K 0.88%
+6,378
34
$688K 0.86%
+22,213
35
$667K 0.83%
+2,538
36
$621K 0.77%
+2,591
37
$611K 0.76%
+6,555
38
$611K 0.76%
+12,820
39
$589K 0.74%
+1,610
40
$555K 0.69%
+11,099
41
$549K 0.69%
+8,474
42
$539K 0.67%
+7,166
43
$532K 0.66%
+8,676
44
$519K 0.65%
+4,091
45
$499K 0.62%
+5,100
46
$488K 0.61%
+78,560
47
$445K 0.56%
+18,470
48
$438K 0.55%
+3,727
49
$436K 0.54%
+5,193
50
$432K 0.54%
+1,400
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