RWI
Red Wave Investments Portfolio holdings
AUM
$304M
This Quarter Return
-5.64%
1 Year Return
+12.55%
3 Year Return
+47.8%
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(-4.9%)
Cap. Flow
+$4.07M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
52.24%
Holding
95
New
2
Increased
48
Reduced
22
Closed
5
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.82M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$898K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$807K |
| 4 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$702K |
| 5 |
Tesla
TSLA
|
$569K |
Top Sells
Sector Composition
| 1 | Technology | 3.32% |
| 2 | Consumer Discretionary | 2.12% |
| 3 | Financials | 1.99% |
| 4 | Consumer Staples | 1.63% |
| 5 | Healthcare | 1.45% |
