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
$205M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$933K
2 +$749K
3 +$638K
4
NU icon
Nu Holdings
NU
+$582K
5
AOSL icon
Alpha and Omega Semiconductor
AOSL
+$548K

Top Sells

1 +$1.12M
2 +$632K
3 +$527K
4
CAH icon
Cardinal Health
CAH
+$365K
5
CVS icon
CVS Health
CVS
+$348K

Sector Composition

1 Technology 15.11%
2 Energy 6.46%
3 Communication Services 5.55%
4 Healthcare 3.68%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,394
127
-1,678
128
-2,106
129
-6,224
130
-3,900
131
-479