SWM
RWT

Spire Wealth Management’s Redwood Trust RWT Stock Holding History

Spire 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
Q1 		$937 Hold
167
– – ﹤0.01% 2159
2025
Q4 		$924 Buy
+167
New +$918 ﹤0.01% 2206
2022
Q3 		– Sell
-669
Closed -$5K – 2533
2022
Q2 		$5K Buy
669
+34
+5% +$313 ﹤0.01% 2147
2022
Q1 		$7K Hold
635
– – ﹤0.01% 2162
2021
Q4 		$8K Hold
635
– – ﹤0.01% 2459
2021
Q3 		$8K Hold
635
– – ﹤0.01% 2169
2021
Q2 		$8K Hold
635
– – ﹤0.01% 2208
2021
Q1 		$7K Buy
+635
New +$6.1K ﹤0.01% 2541

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VPM
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Invesco
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Capital World Investors
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return