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
$197M
AUM Growth
-$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.13M
3
+$892K
4
SMCI icon
Super Micro Computer
SMCI
+$726K
5
MRVL icon
Marvell Technology
MRVL
+$665K

Top Sells

1
+$1.66M
2
+$856K
3
+$749K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$623K
5
GS icon
Goldman Sachs
GS
+$592K

Sector Composition

1 Technology 15.68%
2 Energy 6.65%
3 Communication Services 5.21%
4 Healthcare 4.2%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.14%
4,071
102
$265K 0.14%
1,828
+57
103
$263K 0.13%
5,427
+103
104
$251K 0.13%
65,991
-351
105
$245K 0.12%
7,441
-166
106
$239K 0.12%
2,143
-75
107
$234K 0.12%
1,204
108
$223K 0.11%
8,348
-443
109
$223K 0.11%
+4,618
110
$221K 0.11%
+1,808
111
$220K 0.11%
1,497
112
$219K 0.11%
+3,231
113
$218K 0.11%
27,585
-13,975
114
$212K 0.11%
4,100
115
$209K 0.11%
+1,585
116
$209K 0.11%
2,094
-83
117
$207K 0.11%
+1,873
118
$205K 0.1%
+6,066
119
$202K 0.1%
1,218
+45
120
$200K 0.1%
+2,150
121
– –
-4,896
122
– –
-1,138
123
– –
-26,345
124
– –
-591
125
– –
-5,301
2 3 4
5
6