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
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$220K
3
+$214K
4
WFC icon
Wells Fargo
WFC
+$208K
5
DOW icon
Dow Inc
DOW
+$205K

Top Sells

1
+$492K
2
+$427K
3
+$335K
4
META icon
Meta Platforms (Facebook)
META
+$235K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Technology 25.68%
2 Energy 12.47%
3 Healthcare 10.58%
4 Communication Services 9.2%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.55%
6,328
-37
52
$499K 0.55%
8,158
-113
53
$494K 0.55%
44,780
+7,150
54
$493K 0.55%
827
-120
55
$488K 0.54%
556
-110
56
$484K 0.54%
28,210
-1,030
57
$473K 0.52%
18,545
+326
58
$462K 0.51%
1,129
-7
59
$456K 0.51%
22,821
-1,518
60
$455K 0.5%
50,182
+2,745
61
$448K 0.5%
11,594
-1,512
62
$445K 0.49%
36,469
-3,322
63
$437K 0.49%
7,332
-967
64
$436K 0.48%
5,108
-5,763
65
$427K 0.47%
50,504
+184
66
$423K 0.47%
1,614
-236
67
$404K 0.45%
4,005
-274
68
$403K 0.45%
5,050
69
$397K 0.44%
49,000
-3,500
70
$397K 0.44%
3,597
-140
71
$389K 0.43%
1,099
-665
72
$389K 0.43%
23,179
+511
73
$386K 0.43%
852
-25
74
$386K 0.43%
1,000
-187
75
$384K 0.43%
2,935
1 2
3
4 5