We are live on ! Find out more
RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.06M
3
+$3.92M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.54M
5
CORO
iShares International Country Rotation Active ETF
CORO
+$2.96M

Top Sells

1
+$8.16M
2
+$4.79M
3
+$3.94M
4
MTG icon
MGIC Investment
MTG
+$2.6M
5
HRB icon
H&R Block
HRB
+$2.58M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 4.86%
3 Financials 3.51%
4 Communication Services 2.6%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IUSB icon
26
iShares Core Universal USD Bond ETF
IUSB
$42B
$4.38M 0.54%
94,878
+8,229
SCHZ icon
27
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$4.14M 0.51%
178,239
+2,774
META icon
28
Meta Platforms (Facebook)
META
$1.52T
$3.99M 0.5%
6,977
-159
AVGO icon
29
Broadcom
AVGO
$1.79T
$3.99M 0.5%
12,886
+145
TSLA icon
30
Tesla
TSLA
$1.52T
$3.49M 0.43%
9,398
+86
XTEN icon
31
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$959M
$3.39M 0.42%
74,006
+4,138
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.37M 0.42%
7,035
-70
MUB icon
33
iShares National Muni Bond ETF
MUB
$45.2B
$3.27M 0.41%
30,754
+6,277
SPY icon
34
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$3.2M 0.4%
4,921
-112
MBB icon
35
iShares MBS ETF
MBB
$39.4B
$2.94M 0.37%
31,004
+3,306
CORO
36
iShares International Country Rotation Active ETF
CORO
$7.52B
$2.89M 0.36%
+89,745
WMT icon
37
Walmart Inc
WMT
$963B
$2.71M 0.34%
21,792
+1,221
JPM icon
38
JPMorgan Chase
JPM
$887B
$2.62M 0.33%
8,897
+2,194
ACWX icon
39
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$2.6M 0.32%
+38,032
EFV icon
40
iShares MSCI EAFE Value ETF
EFV
$24.6B
$2.5M 0.31%
33,560
-23,936
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$46.5B
$2.47M 0.31%
12,868
-9,267
BAI
42
iShares A.I. Innovation and Tech Active ETF
BAI
$15.4B
$2.44M 0.3%
74,144
+11,812
XOM icon
43
Exxon Mobil
XOM
$588B
$2.37M 0.29%
13,938
-9,556
THRO
44
iShares U.S. Thematic Rotation Active ETF
THRO
$6.57B
$2.28M 0.28%
62,848
+7,238
LLY icon
45
Eli Lilly
LLY
$1T
$2.14M 0.27%
2,325
+26
IVV icon
46
iShares Core S&P 500 ETF
IVV
$820B
$2.05M 0.25%
3,139
+596
GOVT icon
47
iShares US Treasury Bond ETF
GOVT
$42.7B
$2.05M 0.25%
89,484
+77,645
AVEM icon
48
Avantis Emerging Markets Equity ETF
AVEM
$26.2B
$2.04M 0.25%
25,280
+13,796
COST icon
49
Costco
COST
$438B
$1.95M 0.24%
1,955
-37
TLT icon
50
iShares 20+ Year Treasury Bond ETF
TLT
$40.8B
$1.91M 0.24%
21,972
+3,701
1
2
3 4 5