AWM
RWT

Aureum Wealth Management’s Redwood Trust RWT Stock Holding History

Aureum 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
Q2 		– Sell
-13,237
Closed -$74.3K – 65
2026
Q1 		$74.3K Hold
13,237
– – 0.05% 60
2025
Q4 		$73.2K Buy
+13,237
New +$72.8K 0.07% 49

Other funds holding RWT

BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aureum Wealth Management's RWT Position: Q2 2026 in Review

Aureum Wealth Management sold out of Redwood Trust (RWT) in Q2 2026, closing a stake of 13,237 shares — an estimated $74.3K sold.

Aureum Wealth Management first reported a position in RWT in Q4 2025 and held it in 2 quarters. The position peaked at $74.3K in Q1 2026. 225 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Aureum Wealth Management reported no remaining Redwood Trust position as of Q2 2026 after selling out during the quarter.
  • Aureum Wealth Management sold 13,237 Redwood Trust shares in Q2 2026, an estimated $74.3K.
  • Aureum Wealth Management first reported a position in Redwood Trust in Q4 2025 and held it in 2 quarters.
  • Aureum Wealth Management's Redwood Trust position peaked at $74.3K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.