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
$88.2M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$305K
3
+$284K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$279K
5
RMBS icon
Rambus
RMBS
+$255K

Top Sells

1
+$707K
2
+$206K
3
+$205K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$153K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$119K

Sector Composition

1 Technology 21.73%
2 Energy 13.72%
3 Healthcare 11.1%
4 Communication Services 8.3%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.39%
2,282
-120
77
$338K 0.38%
12,026
+200
78
$334K 0.38%
2,176
+260
79
$331K 0.38%
3,407
-20
80
$331K 0.38%
4,381
-10
81
$318K 0.36%
1,858
-550
82
$318K 0.36%
1,783
-16
83
$315K 0.36%
11,338
+4,110
84
$308K 0.35%
3,172
85
$305K 0.35%
+1,439
86
$302K 0.34%
9,524
+500
87
$300K 0.34%
6,105
+423
88
$289K 0.33%
22,951
+5,894
89
$288K 0.33%
9,734
+150
90
$288K 0.33%
3,472
-26
91
$287K 0.33%
15,190
-100
92
$284K 0.32%
+1,391
93
$279K 0.32%
+340
94
$278K 0.32%
6,744
95
$275K 0.31%
198,994
+22,834
96
$273K 0.31%
7,200
+1,300
97
$271K 0.31%
5,791
-150
98
$270K 0.31%
4,328
+1
99
$270K 0.31%
2,693
-255
100
$265K 0.3%
1,248
-75
2 3
4
5 6