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
$80.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.81M
3
+$2.73M
4
MSFT icon
Microsoft
MSFT
+$2.7M
5
XOM icon
Exxon Mobil
XOM
+$2.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.96%
2 Energy 13.96%
3 Healthcare 12.38%
4 Communication Services 7.71%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.46M 4.32%
+27,649
2
$2.81M 3.51%
+19,957
3
$2.73M 3.41%
+21,013
4
$2.7M 3.37%
+11,250
5
$2.62M 3.27%
+23,759
6
$2.53M 3.15%
+139,719
7
$2.42M 3.02%
+41,420
8
$2.22M 2.77%
+34,713
9
$1.98M 2.48%
+5,166
10
$1.74M 2.17%
+15,677
11
$1.73M 2.16%
+35,780
12
$1.61M 2%
+40,742
13
$1.6M 2%
+18,170
14
$1.54M 1.92%
+17,345
15
$1.48M 1.85%
+15,668
16
$1.44M 1.8%
+121,170
17
$1.38M 1.72%
+32,844
18
$1.35M 1.68%
+8,896
19
$921K 1.15%
+5,696
20
$908K 1.13%
+17,713
21
$904K 1.13%
+3,431
22
$903K 1.13%
+16,150
23
$870K 1.09%
+2,900
24
$862K 1.08%
+11,979
25
$858K 1.07%
+131,326
1
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