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
$202M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,238
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$986K
3
+$489K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$332K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$226K

Top Sells

1
+$294K
2
+$292K
3
+$292K
4
OXY icon
Occidental Petroleum
OXY
+$220K
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$212K

Sector Composition

1 Technology 13.75%
2 Energy 6.11%
3 Communication Services 5.19%
4 Healthcare 4.58%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-128
1002
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1003
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-14
1004
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-2,694
1005
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1006
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1007
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-3,688
1008
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-60
1009
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-5
1010
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-2
1011
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-24
1012
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-1,750
1013
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-1,101
1014
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-1,020
1015
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-60
1016
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-1
1017
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-1,720
1018
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-310
1019
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-235
1020
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-50
1021
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1022
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-2
1023
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-50
1024
– –
-6,339
1025
– –
-41
39 40
41
42 43