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
$80.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.81M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
XOM icon
Exxon Mobil
XOM
+$2.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.96%
2 Energy 13.96%
3 Healthcare 12.38%
4 Communication Services 7.71%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.38%
+3,498
77
$300K 0.37%
+1,125
78
$293K 0.37%
+8,656
79
$287K 0.36%
+49,250
80
$287K 0.36%
+3,589
81
$285K 0.36%
+2,931
82
$279K 0.35%
+4,056
83
$275K 0.34%
+2,402
84
$273K 0.34%
+4,327
85
$269K 0.34%
+4,795
86
$269K 0.34%
+5,682
87
$268K 0.33%
+2,953
88
$267K 0.33%
+11,849
89
$256K 0.32%
+2,948
90
$256K 0.32%
+13,698
91
$256K 0.32%
+1,907
92
$252K 0.31%
+1,323
93
$250K 0.31%
+2,523
94
$248K 0.31%
+9,584
95
$244K 0.3%
+7,329
96
$241K 0.3%
+5,607
97
$235K 0.29%
+4,442
98
$232K 0.29%
+3,125
99
$229K 0.29%
+5,941
100
$226K 0.28%
+3,672
2 3
4
5 6