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
$80.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.81M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$92.1K 0.11%
+1,240
127
$80.5K 0.1%
+35,600
128
$78K 0.1%
+38,230
129
$76K 0.09%
+40,850
130
$71K 0.09%
+25,165
131
$66.2K 0.08%
+12,485
132
$65.7K 0.08%
+14,250
133
$65.4K 0.08%
+21,364
134
$64.3K 0.08%
+11,005
135
$57.9K 0.07%
+53,605
136
$54.9K 0.07%
+5,777
137
$48.2K 0.06%
+12,590
138
$37.6K 0.05%
+10,898
139
$35.7K 0.04%
+499
140
$33.6K 0.04%
+12,726
141
$23.8K 0.03%
+800
142
$16.8K 0.02%
+3,390
143
$16.6K 0.02%
+10,825
144
$10.7K 0.01%
+2,223
145
$7.98K 0.01%
+1,900
146
$3.18K ﹤0.01%
+57,769
2 3 4 5
6