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
$90.2M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$374K
3
+$276K
4
ALB icon
Albemarle
ALB
+$247K
5
APAM icon
Artisan Partners
APAM
+$238K

Top Sells

1
+$754K
2
+$542K
3
+$327K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$318K
5
PPL icon
PPL Corp
PPL
+$315K

Sector Composition

1 Technology 24.54%
2 Energy 13.34%
3 Healthcare 11.12%
4 Communication Services 8.79%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.29%
7,348
+148
102
$255K 0.28%
4,330
+2
103
$249K 0.28%
2,516
+2
104
$247K 0.27%
+1,105
105
$246K 0.27%
1,547
106
$242K 0.27%
3,768
-1,215
107
$238K 0.26%
+6,056
108
$232K 0.26%
6,887
+104
109
$231K 0.26%
5,824
+33
110
$225K 0.25%
948
+50
111
$223K 0.25%
9,534
-200
112
$222K 0.25%
59,068
+15,668
113
$217K 0.24%
3,630
+50
114
$214K 0.24%
4,428
-119
115
$213K 0.24%
790
116
$210K 0.23%
2,032
+691
117
$202K 0.22%
12,800
+1,143
118
$201K 0.22%
+3,715
119
$186K 0.21%
11,297
+670
120
$165K 0.18%
38,430
-100
121
$157K 0.17%
14,719
122
$157K 0.17%
68,355
+1,600
123
$140K 0.16%
10,373
-625
124
$134K 0.15%
16,050
-300
125
$127K 0.14%
1,704
3 4
5
6 7