RFWL
Redwood Family Wealth LLC Portfolio holdings
AUM
$101M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$101M
AUM Growth
–
Holding
104
Top Buys
| 1 | +$8.59M | |
| 2 | +$7.61M | |
| 3 | +$5.15M | |
| 4 |
Exxon Mobil
XOM
|
+$5.04M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Oramed Pharmaceuticals
ORMP
$131M
| $65.5K | 0.06% |
+23,000
|
|
||
102
Butterfly Network
BFLY
$929M
| $46K | 0.05% |
+12,100
|
|
||
|
AGEN
103
Agenus
AGEN
$107M
| $44.4K | 0.04% |
+14,140
|
|
||
104
VanEck Semiconductor ETF
SMH
$43.4B
| $18K | 0.02% |
+50
|
|