AWM
RWT

Apollon Wealth Management’s Redwood Trust RWT Stock Holding History

Apollon Wealth Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$508K Buy
90,586
+725
+0.8% +$4.2K 0.01% 854
2025
Q4 		$497K Buy
89,861
+718
+0.8% +$3.95K 0.01% 836
2025
Q3 		$516K Buy
89,143
+3,193
+4% +$19.1K 0.01% 815
2025
Q2 		$508K Buy
85,950
+4,053
+5% +$23K 0.01% 803
2025
Q1 		$497K Buy
81,897
+3,049
+4% +$19.5K 0.01% 748
2024
Q4 		$515K Buy
78,848
+876
+1% +$6.3K 0.01% 745
2024
Q3 		$603K Buy
77,972
+5,259
+7% +$38.4K 0.02% 639
2024
Q2 		$472K Buy
+72,713
New +$452K 0.01% 707

Other funds holding RWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return