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
$205M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$749K
3
+$638K
4
NU icon
Nu Holdings
NU
+$582K
5
AOSL icon
Alpha and Omega Semiconductor
AOSL
+$548K

Top Sells

1
+$1.12M
2
+$632K
3
+$527K
4
CAH icon
Cardinal Health
CAH
+$365K
5
CVS icon
CVS Health
CVS
+$348K

Sector Composition

1 Technology 15.11%
2 Energy 6.46%
3 Communication Services 5.55%
4 Healthcare 3.68%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.2%
1,243
-12
77
$395K 0.19%
3,276
-35
78
$394K 0.19%
+8,596
79
$381K 0.19%
38,484
-1,329
80
$371K 0.18%
6,198
-104
81
$369K 0.18%
532
+158
82
$361K 0.18%
10,406
+1,961
83
$359K 0.18%
+61,855
84
$354K 0.17%
497
+20
85
$348K 0.17%
5,067
+579
86
$347K 0.17%
4,071
-25
87
$338K 0.16%
4,017
+265
88
$329K 0.16%
2,953
-99
89
$326K 0.16%
4,867
-117
90
$326K 0.16%
+41,560
91
$315K 0.15%
8,829
92
$307K 0.15%
1,684
+100
93
$290K 0.14%
66,342
+14,640
94
$288K 0.14%
1,771
+1
95
$285K 0.14%
2,357
+10
96
$283K 0.14%
14,620
+1,132
97
$271K 0.13%
858
+4
98
$266K 0.13%
8,141
+309
99
$266K 0.13%
7,607
-434
100
$265K 0.13%
40,830
-5,539
2 3
4
5 6