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
$202M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,238
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$986K
3
+$489K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$332K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$226K

Top Sells

1
+$294K
2
+$292K
3
+$292K
4
OXY icon
Occidental Petroleum
OXY
+$220K
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$212K

Sector Composition

1 Technology 13.75%
2 Energy 6.11%
3 Communication Services 5.19%
4 Healthcare 4.58%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.54%
10,316
-350
27
$1.05M 0.52%
4,015
+57
28
$1.03M 0.51%
2,640
-13
29
$1.03M 0.51%
5,525
-21
30
$964K 0.48%
5,878
+348
31
$931K 0.46%
4,716
+21
32
$910K 0.45%
2,631
-270
33
$899K 0.45%
2,953
-323
34
$862K 0.43%
5,069
-242
35
$839K 0.42%
6,923
-118
36
$750K 0.37%
21,713
-20
37
$726K 0.36%
25,073
+208
38
$719K 0.36%
2,232
-166
39
$687K 0.34%
5,000
40
$676K 0.34%
13,066
+242
41
$673K 0.33%
6,012
-149
42
$657K 0.33%
16,186
-200
43
$633K 0.31%
8,425
-609
44
$631K 0.31%
3,896
-4
45
$629K 0.31%
8,840
-407
46
$606K 0.3%
12,751
-1,239
47
$600K 0.3%
5,470
-655
48
$560K 0.28%
5,399
+354
49
$543K 0.27%
10,212
-147
50
$533K 0.26%
912
-62
1
2
3 4 5