RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$236M
1-Year Est. Return
20.71%
1 Year Est. Return
+20.71%
AUM
$223M
AUM Growth
+$26M
(+13%)
Holding
186
Top Buys
| 1 | +$1.68M | |
| 2 | +$852K | |
| 3 | +$533K | |
| 4 |
Samsara
IOT
|
+$457K |
| 5 |
Credo Technology Group
CRDO
|
+$366K |
Top Sells
| 1 | +$1.47M | |
| 2 | +$480K | |
| 3 | +$316K | |
| 4 |
SILA
Sila Realty Trust
SILA
|
+$223K |
| 5 |
Clorox
CLX
|
+$220K |
Sector Composition
| 1 | Technology | 18.54% |
| 2 | Energy | 5.79% |
| 3 | Communication Services | 5.16% |
| 4 | Consumer Discretionary | 3.64% |
| 5 | Healthcare | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Valero Energy
VLO
$55.2B
| $212K | 0.1% |
1,577
-8
|
|
||
127
PNC Financial Services
PNC
$72.5B
| $212K | 0.1% |
+1,135
|
|
||
128
Cirrus Logic
CRUS
$6.14B
| $210K | 0.09% |
2,014
-80
|
|
||
|
SI
129
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
| $208K | 0.09% |
+1,612
|
|
||
130
Schwab US Dividend Equity ETF
SCHD
$71.1B
| $204K | 0.09% |
+7,700
|
|
||
131
Oracle
ORCL
$673B
| $202K | 0.09% |
+925
|
|
||
132
NRG Energy
NRG
$31.2B
| $202K | 0.09% |
+1,257
|
|
||
|
SILA
133
Sila Realty Trust
SILA
$1.31B
| – | – |
-8,348
|
|
||
134
Nu Holdings
NU
$79.2B
| – | – |
-143,350
|
|
||
135
Enphase Energy
ENPH
$4.04B
| – | – |
-5,099
|
|
||
136
Consolidated Edison
ED
$35.9B
| – | – |
-1,873
|
|
||
137
CVS Health
CVS
$101B
| – | – |
-3,231
|
|
||
|
138
Clorox
CLX
$12.8B
| – | – |
-1,497
|
|
||
139
BP
BP
$95.5B
| – | – |
-6,066
|
|