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
$88.2M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$305K
3
+$284K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$279K
5
RMBS icon
Rambus
RMBS
+$255K

Top Sells

1
+$707K
2
+$206K
3
+$205K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$153K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$119K

Sector Composition

1 Technology 21.73%
2 Energy 13.72%
3 Healthcare 11.1%
4 Communication Services 8.3%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$524K 0.59%
20,235
+1,765
52
$524K 0.59%
7,638
+1,775
53
$519K 0.59%
5,100
54
$495K 0.56%
6,665
+110
55
$456K 0.52%
23,683
+1,059
56
$449K 0.51%
24,255
+171
57
$445K 0.5%
5,484
+1,895
58
$444K 0.5%
50,670
-80,656
59
$439K 0.5%
17,881
+4,406
60
$432K 0.49%
13,548
+4,892
61
$431K 0.49%
1,914
-44
62
$429K 0.49%
5,902
+1
63
$413K 0.47%
39,312
+3,628
64
$408K 0.46%
3,727
65
$402K 0.46%
1,400
66
$396K 0.45%
838
+4
67
$392K 0.44%
6,642
+500
68
$388K 0.44%
1,187
69
$380K 0.43%
5,050
70
$371K 0.42%
13,192
+1,343
71
$367K 0.42%
13,953
+255
72
$366K 0.41%
7,734
-206
73
$360K 0.41%
2,932
+1
74
$359K 0.41%
7,415
+801
75
$351K 0.4%
1,093
-32
1 2
3
4 5