RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.13M
3
+$892K
4
SMCI icon
Super Micro Computer
SMCI
+$726K
5
MRVL icon
Marvell Technology
MRVL
+$665K

Top Sells

1
+$1.66M
2
+$856K
3
+$749K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$623K
5
GS icon
Goldman Sachs
GS
+$592K

Sector Composition

1 Technology 15.68%
2 Energy 6.65%
3 Communication Services 5.21%
4 Healthcare 4.2%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.68%
14,822
+204
27
$1.29M 0.66%
7,581
-169
28
$1.22M 0.62%
4,721
+684
29
$1.02M 0.52%
16,548
+10,799
30
$979K 0.5%
4,673
-26
31
$925K 0.47%
2,317
-301
32
$921K 0.47%
72,090
+45,375
33
$908K 0.46%
2,906
-31
34
$898K 0.46%
6,776
-106
35
$872K 0.44%
2,644
+23
36
$851K 0.43%
13,951
+688
37
$746K 0.38%
4,858
-153
38
$740K 0.38%
16,710
+624
39
$726K 0.37%
+21,195
40
$691K 0.35%
2,218
+12
41
$680K 0.35%
24,053
+281
42
$678K 0.34%
9,305
+350
43
$677K 0.34%
4,084
+64
44
$676K 0.34%
5,000
45
$658K 0.33%
4,975
-6,475
46
$639K 0.33%
21,713
-10
47
$633K 0.32%
46,663
+11,100
48
$630K 0.32%
24,873
-279
49
$619K 0.31%
61,355
-500
50
$615K 0.31%
9,973
-255
1
2
3 4 5