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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
SPLGSpdr Ser Tr
Recent Activity
Increased 8.94%
1.31%
$1.673M
24,779 shares@ $67.52 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 15.63%
1.28%
$1.627M
10,565 shares@ $154.03 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.44%
1.26%
$1.601M
3,720 shares@ $430.35 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 11.8%
1.2%
$1.525M
11,263 shares@ $135.44 avg price
IBDQIshares Tr
Recent Activity
Increased 1.22%
1.06%
$1.35M
53,794 shares@ $25.11 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 6.56%
1.04%
$1.318M
64,089 shares@ $20.57 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 6.75%
1.02%
$1.299M
65,892 shares@ $19.72 avg price
IBDRIshares Tr
Recent Activity
Increased 2.64%
0.98%
$1.251M
51,500 shares@ $24.3 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 0.27%
0.91%
$1.155M
13,885 shares@ $83.22 avg price
EQINColumbia Etf Tr I
Recent Activity
Increased 30.64%
0.86%
$1.099M
23,217 shares@ $47.34 avg price