Dorine Sanchez

@Redw Wealth Llc

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$390.211M

Total holdings162

Assets growth rate2.24%

Assets growth rate (2-Q avg)2.55%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Redw Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Redw Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 390.211M in assets, with a quarterly growth rate of 2.24% and a 2-quarter average growth rate of 2.55%. The portfolio is managed by Dorine Sanchez, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SBUXStarbucks Corp Recent Activity New Position	0.07%	$235,979 2,421 shares@ $97.48 avg price	New Position
EAGGIshares Tr Recent Activity New Position	0.07%	$235,898 4,855 shares@ $48.59 avg price	New Position
IDUIshares Tr Recent Activity New Position	0.06%	$227,913 2,234 shares@ $102.03 avg price	New Position
GEGe Aerospace Recent Activity New Position	0.06%	$223,656 1,186 shares@ $188.59 avg price	New Position
IBMInternational Business Machs Recent Activity New Position	0.06%	$223,070 1,009 shares@ $221.09 avg price	New Position
EISIshares Inc Recent Activity New Position	0.06%	$209,791 3,107 shares@ $67.53 avg price	New Position
MMM3m Co Recent Activity New Position	0.06%	$208,878 1,528 shares@ $136.71 avg price	New Position
VBKVanguard Index Fds Recent Activity New Position	0.06%	$206,677 773 shares@ $267.37 avg price	New Position
BMOBank Montreal Que Recent Activity New Position	0.06%	$200,244 2,220 shares@ $90.2 avg price	New Position