RWI
Red Wave Investments Portfolio holdings
AUM
$304M
This Quarter Return
+5.18%
1 Year Return
+12.55%
3 Year Return
+47.8%
5 Year Return
–
10 Year Return
–
AUM
$268M
AUM Growth
+$268M
(+10%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
4.43%
Top 10 Holdings %
Top 10 Hldgs %
57.45%
Holding
95
New
8
Increased
57
Reduced
18
Closed
1
Top Buys
Top Sells
| 1 |
Southwest Airlines
LUV
|
$225K |
| 2 |
Vanguard Growth ETF
VUG
|
$209K |
| 3 |
AT&T
T
|
$39.7K |
| 4 |
Boeing
BA
|
$31.2K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$28.9K |
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Consumer Discretionary | 2.14% |
| 3 | Financials | 1.95% |
| 4 | Communication Services | 1.39% |
| 5 | Consumer Staples | 1.14% |
