RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$236M
1-Year Est. Return
20.71%
1 Year Est. Return
+20.71%
AUM
$223M
AUM Growth
+$26M
(+13%)
Holding
186
Top Buys
| 1 | +$1.68M | |
| 2 | +$852K | |
| 3 | +$533K | |
| 4 |
Samsara
IOT
|
+$457K |
| 5 |
Credo Technology Group
CRDO
|
+$366K |
Top Sells
| 1 | +$1.47M | |
| 2 | +$480K | |
| 3 | +$316K | |
| 4 |
SILA
Sila Realty Trust
SILA
|
+$223K |
| 5 |
Clorox
CLX
|
+$220K |
Sector Composition
| 1 | Technology | 18.54% |
| 2 | Energy | 5.79% |
| 3 | Communication Services | 5.16% |
| 4 | Consumer Discretionary | 3.64% |
| 5 | Healthcare | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.46T
| $1.57M | 0.7% |
4,936
+215
|
|
||
27
Marvell Technology
MRVL
$77B
| $1.29M | 0.58% |
16,669
+121
|
|
||
28
Verizon
VZ
$172B
| $1.26M | 0.56% |
29,034
-2,021
|
|
||
29
Procter & Gamble
PG
$347B
| $1.18M | 0.53% |
7,432
-149
|
|
||
30
Merck
MRK
$226B
| $1.15M | 0.51% |
14,477
-345
|
|
||
31
Caterpillar
CAT
$266B
| $1.04M | 0.47% |
2,669
+25
|
|
||
32
RTX Corp
RTX
$240B
| $990K | 0.45% |
6,783
+7
|
|
||
33
AbbVie
ABBV
$398B
| $861K | 0.39% |
4,639
-34
|
|
||
34
Uber
UBER
$194B
| $860K | 0.39% |
9,215
-90
|
|
||
35
BellRing Brands
BRBR
$3.49B
| $852K | 0.38% |
+14,700
|
|
||
36
Micron Technology
MU
$271B
| $835K | 0.38% |
6,774
+340
|
|
||
37
McDonald's
MCD
$219B
| $830K | 0.37% |
2,842
-64
|
|
||
38
Aon
AON
$75.2B
| $816K | 0.37% |
2,286
-31
|
|
||
39
Zeta Global
ZETA
$4.76B
| $806K | 0.36% |
52,013
+5,350
|
|
||
40
Qualcomm
QCOM
$186B
| $768K | 0.35% |
4,825
-33
|
|
||
41
Enbridge
ENB
$105B
| $755K | 0.34% |
16,670
-40
|
|
||
42
Advanced Micro Devices
AMD
$387B
| $725K | 0.33% |
5,110
+160
|
|
||
43
AT&T
T
$179B
| $716K | 0.32% |
24,725
+672
|
|
||
44
CSX Corp
CSX
$65.1B
| $709K | 0.32% |
21,743
+30
|
|
||
45
Cisco
CSCO
$283B
| $686K | 0.31% |
9,881
-92
|
|
||
46
Ingredion
INGR
$6.96B
| $678K | 0.3% |
5,000
|
|
||
47
EQT Corp
EQT
$37.9B
| $652K | 0.29% |
11,174
-197
|
|
||
|
HIMX
48
Himax Technologies
HIMX
$1.35B
| $652K | 0.29% |
72,960
-6,700
|
|
||
49
Bristol-Myers Squibb
BMY
$99.2B
| $650K | 0.29% |
14,052
+101
|
|
||
50
Eaton
ETN
$143B
| $629K | 0.28% |
1,761
|
|