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
$90.2M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$374K
3
+$276K
4
ALB icon
Albemarle
ALB
+$247K
5
APAM icon
Artisan Partners
APAM
+$238K

Top Sells

1
+$754K
2
+$542K
3
+$327K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$318K
5
PPL icon
PPL Corp
PPL
+$315K

Sector Composition

1 Technology 24.54%
2 Energy 13.34%
3 Healthcare 11.12%
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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