RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$223M
This Quarter Return
+7.5%
1 Year Return
+15.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.2M
AUM Growth
+$90.2M
(+2.2%)
Cap. Flow
-$2.11M
Cap. Flow
% of AUM
-2.34%
Top 10 Holdings %
Top 10 Hldgs %
31.13%
Holding
165
New
7
Increased
69
Reduced
46
Closed
15
Top Buys
| 1 |
Adobe
ADBE
|
$455K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$374K |
| 3 |
Marvell Technology
MRVL
|
$276K |
| 4 |
Albemarle
ALB
|
$247K |
| 5 |
Artisan Partners
APAM
|
$238K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$754K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$542K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$327K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$318K |
| 5 |
PPL Corp
PPL
|
$315K |
Sector Composition
| 1 | Technology | 24.54% |
| 2 | Energy | 13.34% |
| 3 | Healthcare | 11.12% |
| 4 | Communication Services | 8.79% |
| 5 | Consumer Discretionary | 5.46% |
