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
$90.2M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$374K
3
+$276K
4
ALB icon
Albemarle
ALB
+$247K
5
APAM icon
Artisan Partners
APAM
+$238K

Top Sells

1
+$754K
2
+$542K
3
+$327K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$318K
5
PPL icon
PPL Corp
PPL
+$315K

Sector Composition

1 Technology 24.54%
2 Energy 13.34%
3 Healthcare 11.12%
4 Communication Services 8.79%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$512K 0.57%
4,366
+168
52
$500K 0.55%
7,835
+197
53
$483K 0.54%
27,290
-90
54
$477K 0.53%
31,095
+625
55
$473K 0.52%
658
+318
56
$469K 0.52%
6,790
+125
57
$469K 0.52%
49,900
-250
58
$466K 0.52%
24,297
+42
59
$464K 0.51%
18,321
+440
60
$457K 0.51%
1,876
-38
61
$455K 0.5%
+930
62
$426K 0.47%
9,864
+340
63
$425K 0.47%
43,842
+4,530
64
$419K 0.47%
1,400
65
$416K 0.46%
1,449
+10
66
$415K 0.46%
5,718
+234
67
$413K 0.46%
4,369
-12
68
$410K 0.45%
3,727
69
$410K 0.45%
1,110
+17
70
$406K 0.45%
5,949
+47
71
$402K 0.45%
50,920
+250
72
$398K 0.44%
865
+27
73
$389K 0.43%
5,050
74
$383K 0.42%
1,187
75
$383K 0.42%
6,642
1 2
3
4 5