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
$80.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.81M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
XOM icon
Exxon Mobil
XOM
+$2.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.96%
2 Energy 13.96%
3 Healthcare 12.38%
4 Communication Services 7.71%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.28%
+9,024
102
$219K 0.27%
+4,596
103
$219K 0.27%
+11,826
104
$217K 0.27%
+1,547
105
$215K 0.27%
+760
106
$211K 0.26%
+7,228
107
$211K 0.26%
+1,552
108
$208K 0.26%
+5,825
109
$207K 0.26%
+4,104
110
$206K 0.26%
+6,744
111
$206K 0.26%
+5,900
112
$206K 0.26%
+3,128
113
$205K 0.26%
+45,792
114
$198K 0.25%
+17,057
115
$187K 0.23%
+29,145
116
$172K 0.21%
+6,663
117
$153K 0.19%
+19,087
118
$138K 0.17%
+10,127
119
$121K 0.15%
+63,755
120
$116K 0.14%
+10,743
121
$113K 0.14%
+2,215
122
$106K 0.13%
+176,160
123
$102K 0.13%
+1,514
124
$99.5K 0.12%
+14,719
125
$99.3K 0.12%
+10,700
2 3 4
5
6