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
$254M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.77M
2 +$1.06M
3 +$679K
4
AMZN icon
Amazon
AMZN
+$659K
5
CRM icon
Salesforce
CRM
+$285K

Sector Composition

1 Technology 5.73%
2 Consumer Discretionary 2.52%
3 Financials 1.8%
4 Consumer Staples 1.5%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$18.3K 0.01%
21,053
102
-1,293