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
$90.2M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$374K
3
+$276K
4
ALB icon
Albemarle
ALB
+$247K
5
APAM icon
Artisan Partners
APAM
+$238K

Top Sells

1
+$754K
2
+$542K
3
+$327K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$318K
5
PPL icon
PPL Corp
PPL
+$315K

Sector Composition

1 Technology 24.54%
2 Energy 13.34%
3 Healthcare 11.12%
4 Communication Services 8.79%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$774K 0.86%
7,905
+8
27
$752K 0.83%
6,315
+8
28
$750K 0.83%
1,598
-62
29
$743K 0.82%
20,262
+1,313
30
$743K 0.82%
4,488
+8
31
$742K 0.82%
5,507
-366
32
$740K 0.82%
21,713
33
$736K 0.82%
11,516
-481
34
$713K 0.79%
5,468
+150
35
$704K 0.78%
11,149
-25
36
$703K 0.78%
14,080
+127
37
$692K 0.77%
8,965
-25
38
$690K 0.77%
13,342
-44
39
$690K 0.77%
18,582
+75
40
$683K 0.76%
2,776
+115
41
$678K 0.75%
2,589
-500
42
$613K 0.68%
15,166
+150
43
$575K 0.64%
38,007
+15,056
44
$566K 0.63%
2,552
+11
45
$566K 0.63%
83,893
+2,433
46
$540K 0.6%
5,100
47
$535K 0.59%
9,012
-1,780
48
$535K 0.59%
13,001
-547
49
$534K 0.59%
20,279
+44
50
$530K 0.59%
8,461
+2
1
2
3 4 5