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
$205M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$749K
3
+$638K
4
NU icon
Nu Holdings
NU
+$582K
5
AOSL icon
Alpha and Omega Semiconductor
AOSL
+$548K

Top Sells

1
+$1.12M
2
+$632K
3
+$527K
4
CAH icon
Cardinal Health
CAH
+$365K
5
CVS icon
CVS Health
CVS
+$348K

Sector Composition

1 Technology 15.11%
2 Energy 6.46%
3 Communication Services 5.55%
4 Healthcare 3.68%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.63%
7,750
-358
27
$1.24M 0.61%
5,668
+143
28
$971K 0.47%
11,450
+1,134
29
$951K 0.46%
2,621
-19
30
$939K 0.46%
2,618
-13
31
$933K 0.46%
+46,750
32
$850K 0.41%
2,937
-16
33
$835K 0.41%
4,699
-17
34
$795K 0.39%
6,882
-41
35
$769K 0.38%
5,011
-58
36
$749K 0.37%
+49,750
37
$749K 0.37%
13,263
+197
38
$701K 0.34%
21,723
+10
39
$688K 0.34%
5,000
40
$683K 0.33%
16,086
-100
41
$669K 0.33%
83,060
-3,517
42
$667K 0.33%
25,152
+79
43
$640K 0.31%
5,299
-579
44
$638K 0.31%
+35,563
45
$637K 0.31%
5,420
-50
46
$635K 0.31%
5,749
+189
47
$606K 0.3%
10,228
+16
48
$592K 0.29%
1,035
49
$592K 0.29%
26,715
+6,615
50
$582K 0.28%
+56,250
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2
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