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
$88.2M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$305K
3
+$284K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$279K
5
RMBS icon
Rambus
RMBS
+$255K

Top Sells

1
+$707K
2
+$206K
3
+$205K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$153K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$119K

Sector Composition

1 Technology 21.73%
2 Energy 13.72%
3 Healthcare 11.1%
4 Communication Services 8.3%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$181K 0.21%
66,755
+3,000
127
$161K 0.18%
10,627
+500
128
$152K 0.17%
+11,657
129
$137K 0.16%
6,069
+244
130
$131K 0.15%
1,341
+101
131
$127K 0.14%
2,182
-33
132
$113K 0.13%
10,765
+22
133
$107K 0.12%
38,530
+300
134
$103K 0.12%
14,719
135
$102K 0.12%
10,812
+112
136
$99.2K 0.11%
16,350
+2,100
137
$91.4K 0.1%
54,755
+1,150
138
$90.7K 0.1%
1,704
+190
139
$79.8K 0.09%
10,965
-1,520
140
$77.5K 0.09%
25,165
141
$76K 0.09%
19,193
-2,171
142
$68.8K 0.08%
499
143
$67.6K 0.08%
10,998
+100
144
$65.8K 0.07%
11,255
+250
145
$60.8K 0.07%
5,895
+118
146
$60.8K 0.07%
45,005
+4,155
147
$37.5K 0.04%
+10,000
148
$35.7K 0.04%
830
+30
149
$31.6K 0.04%
+11,100
150
$30.1K 0.03%
37,750
+2,150
3 4 5
6
7