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
$205M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$749K
3
+$638K
4
NU icon
Nu Holdings
NU
+$582K
5
AOSL icon
Alpha and Omega Semiconductor
AOSL
+$548K

Top Sells

1
+$1.12M
2
+$632K
3
+$527K
4
CAH icon
Cardinal Health
CAH
+$365K
5
CVS icon
CVS Health
CVS
+$348K

Sector Composition

1 Technology 15.11%
2 Energy 6.46%
3 Communication Services 5.55%
4 Healthcare 3.68%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$580K 0.28%
4,020
+124
52
$575K 0.28%
2,206
-26
53
$575K 0.28%
12,346
-405
54
$565K 0.28%
18,000
+95
55
$563K 0.27%
29,715
-2,830
56
$552K 0.27%
6,443
+1,618
57
$548K 0.27%
+14,737
58
$543K 0.26%
6,011
-18
59
$541K 0.26%
23,772
+161
60
$540K 0.26%
8,955
+530
61
$534K 0.26%
1,609
+62
62
$524K 0.26%
11,368
+8
63
$519K 0.25%
5,865
-147
64
$505K 0.25%
8,579
-261
65
$484K 0.24%
2,810
-100
66
$475K 0.23%
1,981
+1
67
$470K 0.23%
1,056
+215
68
$460K 0.22%
18,016
-153
69
$459K 0.22%
5,454
+55
70
$458K 0.22%
5,427
71
$448K 0.22%
20,610
-1,435
72
$444K 0.22%
914
+2
73
$438K 0.21%
16,650
-550
74
$437K 0.21%
855
-7
75
$434K 0.21%
957
+5
1 2
3
4 5