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Leah Vaden

@Redwood Financial Network Corp

Latest period2024 - Q3ReportedManaged Assets$127.786MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.63%
1.79%
$2.281M
50,341 shares@ $45.32 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.57%
1.6%
$2.033M
3,466 shares@ $586.48 avg price
AAPLApple Inc
Recent Activity
Decreased -2.69%
1.59%
$2.019M
8,667 shares@ $233.01 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 0.67%
1.51%
$1.918M
42,945 shares@ $44.68 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.43%
1.48%
$1.888M
10,134 shares@ $186.34 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -7.39%
1.44%
$1.835M
9,157 shares@ $200.38 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.46%
1.41%
$1.799M
3,687 shares@ $488.04 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 3.53%
1.41%
$1.789M
91,477 shares@ $19.56 avg price
FLTRVaneck Etf Trust
Recent Activity
Increased 104.62%
1.4%
$1.783M
70,020 shares@ $25.48 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 1.38%
1.35%
$1.716M
18,988 shares@ $90.4 avg price