RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$223M
This Quarter Return
+8.68%
1 Year Return
+15.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$80.1M
AUM Growth
–
Cap. Flow
+$80.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.46%
Holding
146
New
146
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$3.46M |
| 2 |
IBM
IBM
|
$2.81M |
| 3 |
Apple
AAPL
|
$2.73M |
| 4 |
Microsoft
MSFT
|
$2.7M |
| 5 |
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% |
