RWMG
Redwood Wealth Management Group Portfolio holdings
AUM
$223M
This Quarter Return
-1.82%
1 Year Return
+15.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$85.5M
AUM Growth
+$85.5M
(-5.2%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
31.94%
Holding
152
New
2
Increased
63
Reduced
61
Closed
8
Top Buys
| 1 |
Phillips 66
PSX
|
$224K |
| 2 |
Microsoft
MSFT
|
$113K |
| 3 |
Uber
UBER
|
$110K |
| 4 |
Rambus
RMBS
|
$100K |
| 5 |
Meta Platforms (Facebook)
META
|
$94.6K |
Top Sells
| 1 |
BGRY
Berkshire Grey, Inc. Class A Common Stock
BGRY
|
$272K |
| 2 |
Albemarle
ALB
|
$247K |
| 3 |
DQ
Daqo New Energy
DQ
|
$231K |
| 4 |
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
|
$223K |
| 5 |
SolarEdge
SEDG
|
$213K |
Sector Composition
| 1 | Technology | 24.28% |
| 2 | Energy | 15.02% |
| 3 | Healthcare | 10.79% |
| 4 | Communication Services | 9.49% |
| 5 | Consumer Discretionary | 5.49% |