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
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$366K
2 +$220K
3 +$214K
4
WFC icon
Wells Fargo
WFC
+$208K
5
DOW icon
Dow Inc
DOW
+$205K

Top Sells

1 +$492K
2 +$427K
3 +$335K
4
META icon
Meta Platforms (Facebook)
META
+$235K
5
KMI icon
Kinder Morgan
KMI
+$230K

Sector Composition

1 Technology 25.68%
2 Energy 12.47%
3 Healthcare 10.58%
4 Communication Services 9.2%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,458
152
-11,529