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Dorine Sanchez

@Redw Wealth Llc

Latest period2024 - Q3ReportedManaged Assets$390.211MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWVIshares Tr
Recent Activity
Exited
0%
$305,583
990 shares@ $308.67 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Exited
0%
$229,824
1,260 shares@ $182.4 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$224,683
211 shares@ $1064.85 avg price