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
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$374K
3
+$276K
4
ALB icon
Albemarle
ALB
+$247K
5
APAM icon
Artisan Partners
APAM
+$238K

Top Sells

1
+$754K
2
+$542K
3
+$327K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$318K
5
PPL icon
PPL Corp
PPL
+$315K

Sector Composition

1 Technology 24.54%
2 Energy 13.34%
3 Healthcare 11.12%
4 Communication Services 8.79%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.42%
7,574
-160
77
$379K 0.42%
8,491
+1,076
78
$375K 0.42%
1,866
+8
79
$361K 0.4%
22,653
-1,030
80
$359K 0.4%
2,482
-450
81
$354K 0.39%
12,116
+90
82
$332K 0.37%
3,405
-2
83
$328K 0.36%
1,749
-34
84
$320K 0.36%
6,111
+6
85
$312K 0.35%
2,282
86
$295K 0.33%
14,760
-430
87
$291K 0.32%
1,407
+16
88
$285K 0.32%
13,248
+56
89
$285K 0.32%
1,348
+100
90
$284K 0.31%
2,336
+160
91
$282K 0.31%
3,472
92
$278K 0.31%
1,908
93
$276K 0.31%
+4,623
94
$273K 0.3%
2,935
+10
95
$272K 0.3%
2,698
-55
96
$272K 0.3%
192,794
-6,200
97
$268K 0.3%
3,097
-75
98
$267K 0.3%
6,744
99
$267K 0.3%
2,989
+296
100
$265K 0.29%
5,420
-142
2 3
4
5 6