Leah Vaden

@Redwood Financial Network Corp

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$127.786M

Total holdings149

Assets growth rate7.34%

Assets growth rate (2-Q avg)5.51%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Redwood Financial Network Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Redwood Financial Network Corp 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 127.786M in assets, with a quarterly growth rate of 7.34% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Leah Vaden, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MOATVaneck Etf Trust Recent Activity Exited	0%	$256,850 2,966 shares@ $86.6 avg price	Exited
ZSZscaler Inc Recent Activity Exited	0%	$213,134 1,109 shares@ $192.19 avg price	Exited
ASMLAsml Holding N V Recent Activity Exited	0%	$203,057 199 shares@ $1020.39 avg price	Exited
NOKNokia Corp Recent Activity Exited	0%	$39,493 10,448 shares@ $3.78 avg price	Exited
ORGSOrgenesis Inc Recent Activity Exited	0%	$15,000 25,000 shares@ $0.6 avg price	Exited