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
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$220K
3
+$214K
4
WFC icon
Wells Fargo
WFC
+$208K
5
DOW icon
Dow Inc
DOW
+$205K

Top Sells

1
+$492K
2
+$427K
3
+$335K
4
META icon
Meta Platforms (Facebook)
META
+$235K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Technology 25.68%
2 Energy 12.47%
3 Healthcare 10.58%
4 Communication Services 9.2%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$245K 0.27%
13,660
-700
102
$241K 0.27%
1,814
-49
103
$239K 0.27%
2,368
104
$235K 0.26%
4,566
-819
105
$234K 0.26%
898
-50
106
$227K 0.25%
3,328
-2,235
107
$221K 0.24%
1,547
108
$221K 0.24%
3,695
-623
109
$220K 0.24%
+7,329
110
$220K 0.24%
2,290
-228
111
$214K 0.24%
+992
112
$208K 0.23%
+4,223
113
$208K 0.23%
6,762
-225
114
$205K 0.23%
+3,742
115
$202K 0.22%
11,397
116
$179K 0.2%
23,894
-3,716
117
$161K 0.18%
16,166
-1,000
118
$154K 0.17%
+11,295
119
$139K 0.15%
+10,505
120
$124K 0.14%
67,355
+600
121
$121K 0.13%
2,393
-37
122
$102K 0.11%
10,954
-2,226
123
$101K 0.11%
1,501
-211
124
$77.6K 0.09%
7,083
+523
125
$75.4K 0.08%
42,600
+4,400
3 4
5
6 7