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
$85.5M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$113K
3
+$110K
4
RMBS icon
Rambus
RMBS
+$100K
5
META icon
Meta Platforms (Facebook)
META
+$94.6K

Top Sells

1
+$272K
2
+$247K
3
+$231K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$223K
5
SEDG icon
SolarEdge
SEDG
+$213K

Sector Composition

1 Technology 24.28%
2 Energy 15.02%
3 Healthcare 10.79%
4 Communication Services 9.49%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$814K 0.95%
5,459
-48
27
$762K 0.89%
2,791
+15
28
$740K 0.86%
10,871
-278
29
$713K 0.83%
5,611
+143
30
$713K 0.83%
13,258
-84
31
$692K 0.81%
6,228
-87
32
$681K 0.8%
2,532
-20
33
$672K 0.79%
20,273
+11
34
$668K 0.78%
21,713
35
$656K 0.77%
8,400
-565
36
$649K 0.76%
2,593
+4
37
$626K 0.73%
5,206
-194
38
$617K 0.72%
18,602
+20
39
$606K 0.71%
3,889
-599
40
$603K 0.7%
10,381
-1,135
41
$594K 0.69%
4,189
-177
42
$593K 0.69%
21,649
+1,370
43
$570K 0.67%
7,914
+9
44
$564K 0.66%
12,264
+2,400
45
$548K 0.64%
666
+8
46
$541K 0.63%
8,493
+658
47
$532K 0.62%
13,106
+105
48
$530K 0.62%
1,764
+315
49
$525K 0.61%
15,266
+100
50
$522K 0.61%
9,162
+671
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