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
$88.2M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$305K
3
+$284K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$279K
5
RMBS icon
Rambus
RMBS
+$255K

Top Sells

1
+$707K
2
+$206K
3
+$205K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$153K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$119K

Sector Composition

1 Technology 21.73%
2 Energy 13.72%
3 Healthcare 11.1%
4 Communication Services 8.3%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$826K 0.94%
8,424
-50
27
$805K 0.91%
6,307
-71
28
$773K 0.88%
7,897
-93
29
$773K 0.88%
18,949
+1,236
30
$754K 0.85%
12,882
-90
31
$706K 0.8%
18,507
-988
32
$702K 0.8%
25,260
-1,000
33
$700K 0.79%
13,386
+566
34
$694K 0.79%
4,480
+436
35
$674K 0.76%
11,174
+75
36
$662K 0.75%
81,460
+2,900
37
$650K 0.74%
21,713
-500
38
$642K 0.73%
10,792
-1,390
39
$641K 0.73%
3,089
40
$630K 0.71%
27,380
+1,744
41
$614K 0.7%
2,541
+3
42
$609K 0.69%
2,661
+70
43
$586K 0.66%
4,198
+107
44
$584K 0.66%
15,016
+4,215
45
$570K 0.65%
1,660
+50
46
$549K 0.62%
5,318
+125
47
$548K 0.62%
8,990
-250
48
$542K 0.61%
7,109
-57
49
$529K 0.6%
50,150
+900
50
$528K 0.6%
8,459
-217
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2
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