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
$85.5M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$113K
3
+$110K
4
RMBS icon
Rambus
RMBS
+$100K
5
META icon
Meta Platforms (Facebook)
META
+$94.6K

Top Sells

1
+$272K
2
+$247K
3
+$231K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$223K
5
SEDG icon
SolarEdge
SEDG
+$213K

Sector Composition

1 Technology 24.28%
2 Energy 15.02%
3 Healthcare 10.79%
4 Communication Services 9.49%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$355K 0.42%
50,320
-600
77
$352K 0.41%
5,903
+185
78
$344K 0.4%
2,482
79
$340K 0.4%
22,668
+15
80
$335K 0.39%
1,458
+51
81
$331K 0.39%
52,500
+2,600
82
$326K 0.38%
6,114
+3
83
$320K 0.37%
15,716
+3,600
84
$314K 0.37%
2,935
85
$311K 0.36%
3,363
-42
86
$310K 0.36%
5,563
+1,795
87
$308K 0.36%
2,292
+10
88
$306K 0.36%
3,381
-91
89
$303K 0.35%
1,713
-36
90
$294K 0.34%
5,423
+800
91
$289K 0.34%
7,467
+119
92
$289K 0.34%
65,750
+6,682
93
$280K 0.33%
4,318
-12
94
$280K 0.33%
2,707
+371
95
$277K 0.32%
1,909
+1
96
$265K 0.31%
2,997
-100
97
$261K 0.31%
6,544
-200
98
$258K 0.3%
1,348
99
$247K 0.29%
5,385
-35
100
$245K 0.29%
3,023
+34
2 3
4
5 6