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
$88.2M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$305K
3
+$284K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$279K
5
RMBS icon
Rambus
RMBS
+$255K

Top Sells

1
+$707K
2
+$206K
3
+$205K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$153K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$119K

Sector Composition

1 Technology 21.73%
2 Energy 13.72%
3 Healthcare 11.1%
4 Communication Services 8.3%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.3%
2,514
-9
102
$259K 0.29%
5,562
-45
103
$257K 0.29%
30,470
+1,325
104
$257K 0.29%
2,925
-200
105
$255K 0.29%
+4,983
106
$253K 0.29%
2,753
-200
107
$250K 0.28%
3,959
-97
108
$249K 0.28%
1,908
+1
109
$245K 0.28%
1,547
110
$241K 0.27%
+6,443
111
$240K 0.27%
790
+30
112
$236K 0.27%
+5,470
113
$230K 0.26%
4,547
+875
114
$227K 0.26%
+3,580
115
$225K 0.26%
4,110
+6
116
$224K 0.25%
7,329
117
$222K 0.25%
+7,540
118
$209K 0.24%
4,300
-142
119
$207K 0.24%
1,549
-3
120
$206K 0.23%
4,695
-100
121
$202K 0.23%
+898
122
$202K 0.23%
+1,024
123
$201K 0.23%
4,596
124
$197K 0.22%
+43,400
125
$184K 0.21%
6,783
+120
3 4
5
6 7