RFWL

Redwood Family Wealth LLC Portfolio holdings

AUM $101M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$8.59M
2 +$7.61M
3 +$5.15M
4
XOM icon
Exxon Mobil
XOM
+$5.04M
5
TPL icon
Texas Pacific Land
TPL
+$4.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.94%
2 Energy 11.8%
3 Healthcare 2.86%
4 Communication Services 2.61%
5 Consumer Discretionary 1.93%