RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.13M
3
+$892K
4
SMCI icon
Super Micro Computer
SMCI
+$726K
5
MRVL icon
Marvell Technology
MRVL
+$665K

Top Sells

1
+$1.66M
2
+$856K
3
+$749K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$623K
5
GS icon
Goldman Sachs
GS
+$592K

Sector Composition

1 Technology 15.68%
2 Energy 6.65%
3 Communication Services 5.21%
4 Healthcare 4.2%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.73M 2.41%
19,037
-254
2
$4.54M 2.31%
12,092
-168
3
$3.93M 2%
216,007
+169,257
4
$3.85M 1.96%
17,346
-656
5
$3.36M 1.71%
31,020
+4,090
6
$3.34M 1.7%
179,917
-2,587
7
$3.21M 1.63%
16,856
+11,188
8
$3.14M 1.6%
33,808
-216
9
$3.11M 1.58%
5,528
-110
10
$2.77M 1.41%
23,327
+93
11
$2.74M 1.39%
13,746
-312
12
$2.71M 1.38%
95,055
-3,037
13
$2.71M 1.38%
17,355
+750
14
$2.69M 1.37%
16,077
+3,876
15
$2.48M 1.26%
16,039
-445
16
$2.07M 1.05%
2,503
+124
17
$1.9M 0.96%
41,935
-389
18
$1.88M 0.96%
13,856
-4,590
19
$1.85M 0.94%
21,957
+625
20
$1.62M 0.82%
27,765
-18
21
$1.54M 0.78%
14,750
-44
22
$1.51M 0.77%
29,640
-119
23
$1.47M 0.75%
143,350
+87,100
24
$1.41M 0.72%
31,055
-3,713
25
$1.39M 0.71%
2,415
+167
1
2 3 4 5