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
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$220K
3
+$214K
4
WFC icon
Wells Fargo
WFC
+$208K
5
DOW icon
Dow Inc
DOW
+$205K

Top Sells

1
+$492K
2
+$427K
3
+$335K
4
META icon
Meta Platforms (Facebook)
META
+$235K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Technology 25.68%
2 Energy 12.47%
3 Healthcare 10.58%
4 Communication Services 9.2%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$847K 0.94%
10,924
+581
27
$844K 0.94%
2,900
28
$836K 0.93%
5,501
-110
29
$781K 0.87%
5,039
-420
30
$753K 0.83%
21,713
31
$723K 0.8%
2,510
-22
32
$667K 0.74%
10,839
-1,425
33
$663K 0.74%
2,668
+75
34
$656K 0.73%
12,993
-265
35
$649K 0.72%
4,911
-295
36
$648K 0.72%
12,628
+2,247
37
$640K 0.71%
7,602
-312
38
$633K 0.7%
17,566
-1,036
39
$627K 0.7%
8,427
-66
40
$612K 0.68%
21,243
+970
41
$609K 0.68%
3,884
-5
42
$563K 0.62%
14,391
-875
43
$562K 0.62%
21,330
-319
44
$547K 0.61%
90,193
+6,400
45
$543K 0.6%
5,000
-100
46
$539K 0.6%
4,143
-46
47
$517K 0.57%
7,190
-1,210
48
$510K 0.57%
6,222
+40
49
$504K 0.56%
9,073
-89
50
$502K 0.56%
14,010
-150
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2
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