RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.13M
3
+$892K
4
SMCI icon
Super Micro Computer
SMCI
+$726K
5
MRVL icon
Marvell Technology
MRVL
+$665K

Top Sells

1
+$1.66M
2
+$856K
3
+$749K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$623K
5
GS icon
Goldman Sachs
GS
+$592K

Sector Composition

1 Technology 15.68%
2 Energy 6.65%
3 Communication Services 5.21%
4 Healthcare 4.2%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.2%
843
-12
77
$382K 0.19%
996
-60
78
$366K 0.19%
552
+20
79
$365K 0.19%
3,967
-50
80
$363K 0.18%
1,183
-60
81
$343K 0.17%
2,455
-355
82
$342K 0.17%
+1,185
83
$327K 0.17%
2,367
+10
84
$326K 0.17%
7,100
+500
85
$325K 0.17%
9,323
+727
86
$321K 0.16%
5,362
-836
87
$316K 0.16%
5,099
+32
88
$309K 0.16%
8,269
+128
89
$307K 0.16%
4,633
-234
90
$306K 0.16%
483
-14
91
$302K 0.15%
862
+4
92
$301K 0.15%
8,829
93
$295K 0.15%
836
+132
94
$292K 0.15%
2,959
+6
95
$289K 0.15%
40,371
-459
96
$276K 0.14%
13,962
-658
97
$271K 0.14%
+8,353
98
$269K 0.14%
4,910
-510
99
$268K 0.14%
+37,585
100
$268K 0.14%
2,855
2 3
4
5 6