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
$80.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.81M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
XOM icon
Exxon Mobil
XOM
+$2.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.96%
2 Energy 13.96%
3 Healthcare 12.38%
4 Communication Services 7.71%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$431K 0.54%
+10,801
52
$421K 0.53%
+24,084
53
$417K 0.52%
+5,863
54
$417K 0.52%
+22,624
55
$414K 0.52%
+9,240
56
$412K 0.51%
+1,958
57
$408K 0.51%
+1,187
58
$406K 0.51%
+834
59
$398K 0.5%
+5,050
60
$384K 0.48%
+26,260
61
$381K 0.48%
+6,142
62
$381K 0.47%
+3,089
63
$378K 0.47%
+2,408
64
$349K 0.44%
+7,940
65
$349K 0.44%
+25,636
66
$348K 0.43%
+35,684
67
$347K 0.43%
+3,427
68
$347K 0.43%
+15,290
69
$344K 0.43%
+1,916
70
$343K 0.43%
+6,614
71
$339K 0.42%
+5,901
72
$338K 0.42%
+4,391
73
$331K 0.41%
+13,475
74
$328K 0.41%
+3,172
75
$314K 0.39%
+1,799
1 2
3
4 5