RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.13M
3
+$892K
4
SMCI icon
Super Micro Computer
SMCI
+$726K
5
MRVL icon
Marvell Technology
MRVL
+$665K

Top Sells

1
+$1.66M
2
+$856K
3
+$749K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$623K
5
GS icon
Goldman Sachs
GS
+$592K

Sector Composition

1 Technology 15.68%
2 Energy 6.65%
3 Communication Services 5.21%
4 Healthcare 4.2%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,035
127
– –
-53,250
128
– –
-5,383
129
– –
-49,750
130
– –
-1,092
131
– –
-23,682
132
– –
-8,225
2 3 4 5
6