RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.13M
3
+$892K
4
SMCI icon
Super Micro Computer
SMCI
+$726K
5
MRVL icon
Marvell Technology
MRVL
+$665K

Top Sells

1
+$1.66M
2
+$856K
3
+$749K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$623K
5
GS icon
Goldman Sachs
GS
+$592K

Sector Composition

1 Technology 15.68%
2 Energy 6.65%
3 Communication Services 5.21%
4 Healthcare 4.2%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$610K 0.31%
17,855
-145
52
$608K 0.31%
11,371
+3
53
$586K 0.3%
79,660
-3,400
54
$581K 0.3%
6,218
-225
55
$559K 0.28%
6,434
+980
56
$544K 0.28%
5,990
+75
57
$538K 0.27%
11,406
-940
58
$528K 0.27%
6,012
+1
59
$524K 0.27%
8,729
+150
60
$516K 0.26%
16,650
61
$514K 0.26%
965
+8
62
$511K 0.26%
3,222
-54
63
$509K 0.26%
4,950
-349
64
$500K 0.25%
2,039
+58
65
$479K 0.24%
1,761
+152
66
$463K 0.24%
16,013
-2,003
67
$449K 0.23%
21,435
+825
68
$447K 0.23%
5,431
+4
69
$445K 0.23%
27,915
-1,800
70
$441K 0.22%
2,583
+899
71
$427K 0.22%
10,386
-20
72
$419K 0.21%
+3,747
73
$409K 0.21%
914
74
$400K 0.2%
16,079
+1,342
75
$398K 0.2%
39,666
+1,182
1 2
3
4 5