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
$88.2M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$305K
3
+$284K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$279K
5
RMBS icon
Rambus
RMBS
+$255K

Top Sells

1
+$707K
2
+$206K
3
+$205K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$153K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$119K

Sector Composition

1 Technology 21.73%
2 Energy 13.72%
3 Healthcare 11.1%
4 Communication Services 8.3%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.7K 0.02%
1,900
152
$21K 0.02%
12,716
-10
153
$16.5K 0.02%
+13,600
154
$15.9K 0.02%
3,390
155
$14.7K 0.02%
10,825
156
$14.5K 0.02%
+414
157
$13.8K 0.02%
2,223
158
$2.45K ﹤0.01%
58,952
+1,183
159
– –
-12,590
160
– –
-3,128
161
– –
-19,087
162
– –
-45,792
3 4 5 6
7