RFW
Redwood Family Wealth Portfolio holdings
AUM
$102M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$102M
AUM Growth
+$699K
(+0.69%)
Holding
111
Top Buys
| 1 | +$1.55M | |
| 2 | +$587K | |
| 3 | +$352K | |
| 4 |
Schwab International Dividend Equity ETF
SCHY
|
+$271K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$236K |
Top Sells
| 1 | +$991K | |
| 2 | +$572K | |
| 3 | +$549K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$318K |
| 5 |
Enterprise Products Partners
EPD
|
+$315K |
Sector Composition
| 1 | Technology | 20.53% |
| 2 | Energy | 14.92% |
| 3 | Healthcare | 2.56% |
| 4 | Communication Services | 2.18% |
| 5 | Industrials | 2.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Tower
AMT
$85.7B
| – | – |
-1,420
|
|
||
102
Alpha Architect Tail Risk ETF
CAOS
$659M
| – | – |
-2,307
|
|
||
|
103
Enterprise Products Partners
EPD
$85.7B
| – | – |
-9,810
|
|
||
104
Elastic
ESTC
$5.67B
| – | – |
-3,282
|
|
||
105
Energy Transfer Partners
ET
$69.1B
| – | – |
-14,433
|
|
||
106
iShares Bitcoin Trust
IBIT
$61.9B
| – | – |
-5,899
|
|
||
107
Mastercard
MA
$441B
| – | – |
-365
|
|
||
108
Mercado Libre
MELI
$84.4B
| – | – |
-104
|
|
||
109
NGL Energy Partners
NGL
$2.24B
| – | – |
-54,851
|
|
||
110
VanEck Semiconductor ETF
SMH
$64.4B
| – | – |
-50
|
|
||
111
Visa
V
$625B
| – | – |
-596
|
|