RWI

Red Wave Investments Portfolio holdings

AUM $326M
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.9M
3
+$1.58M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$871K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$747K

Top Sells

1
+$7.33M
2
+$1.73M
3
+$1.12M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$837K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$828K

Sector Composition

1 Technology 3.21%
2 Consumer Discretionary 1.84%
3 Financials 1.68%
4 Healthcare 1.38%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,254
1 2 3 4
5