RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $239M
1-Year Est. Return 20.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.2M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$375K
2
+$353K
3
+$245K
4
ALB icon
Albemarle
ALB
+$226K
5
MRVL icon
Marvell Technology
MRVL
+$225K

Top Sells

1
+$754K
2
+$542K
3
+$315K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$311K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$299K

Sector Composition

1 Technology 24.54%
2 Energy 13.34%
3 Healthcare 11.09%
4 Communication Services 8.79%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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