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
$85.5M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$113K
3
+$110K
4
RMBS icon
Rambus
RMBS
+$100K
5
META icon
Meta Platforms (Facebook)
META
+$94.6K

Top Sells

1
+$272K
2
+$247K
3
+$231K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$223K
5
SEDG icon
SolarEdge
SEDG
+$213K

Sector Composition

1 Technology 24.28%
2 Energy 15.02%
3 Healthcare 10.79%
4 Communication Services 9.49%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.59%
5,100
52
$494K 0.58%
39,791
+1,784
53
$493K 0.58%
8,299
-713
54
$493K 0.58%
18,219
-102
55
$489K 0.57%
83,793
-100
56
$483K 0.56%
947
+17
57
$479K 0.56%
24,339
+42
58
$471K 0.55%
8,271
-190
59
$468K 0.55%
29,240
-1,855
60
$444K 0.52%
6,365
-425
61
$443K 0.52%
6,182
+233
62
$435K 0.51%
1,850
-26
63
$429K 0.5%
47,437
+3,595
64
$427K 0.5%
6,492
-150
65
$407K 0.48%
1,136
+26
66
$403K 0.47%
27,610
+320
67
$400K 0.47%
14,160
+80
68
$384K 0.45%
1,187
69
$382K 0.45%
1,791
-75
70
$377K 0.44%
7,534
-40
71
$372K 0.43%
4,279
-90
72
$371K 0.43%
3,737
+10
73
$368K 0.43%
1,300
-100
74
$359K 0.42%
5,050
75
$359K 0.42%
877
+12
1 2
3
4 5