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
$85.5M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$113K
3
+$110K
4
RMBS icon
Rambus
RMBS
+$100K
5
META icon
Meta Platforms (Facebook)
META
+$94.6K

Top Sells

1
+$272K
2
+$247K
3
+$231K
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$223K
5
SEDG icon
SolarEdge
SEDG
+$213K

Sector Composition

1 Technology 24.28%
2 Energy 15.02%
3 Healthcare 10.79%
4 Communication Services 9.49%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$58.4K 0.07%
12,315
127
$57.8K 0.07%
14,033
-5,160
128
$57.5K 0.07%
57,455
+2,900
129
$57.3K 0.07%
11,781
130
$53.1K 0.06%
10,910
131
$45.3K 0.05%
5,692
-144
132
$44.1K 0.05%
10,000
133
$43.9K 0.05%
2,182
134
$42.8K 0.05%
+10,500
135
$41.1K 0.05%
496
-3
136
$34.8K 0.04%
13,050
-350
137
$30.2K 0.04%
11,850
+750
138
$27.7K 0.03%
45,805
-100
139
$27.6K 0.03%
943
+96
140
$18.5K 0.02%
24,565
-600
141
$13.3K 0.02%
894
+440
142
$12.2K 0.01%
3,330
-60
143
$9.3K 0.01%
1,900
144
$1.94K ﹤0.01%
56,916
-1,445
145
– –
-1,105
146
– –
-5,824
147
– –
-12,800
148
– –
-10,825
149
– –
-192,794
150
– –
-790
3 4 5
6
7