RWI
Red Wave Investments Portfolio holdings
AUM
$304M
This Quarter Return
+6.41%
1 Year Return
+12.55%
3 Year Return
+47.8%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+1.6%)
Cap. Flow
-$9.53M
Cap. Flow
% of AUM
-3.95%
Top 10 Holdings %
Top 10 Hldgs %
52.31%
Holding
99
New
3
Increased
27
Reduced
49
Closed
8
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.09M |
| 2 |
Meta Platforms (Facebook)
META
|
$344K |
| 3 |
Advanced Micro Devices
AMD
|
$289K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$229K |
| 5 |
Thermo Fisher Scientific
TMO
|
$201K |
Top Sells
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Consumer Discretionary | 1.9% |
| 3 | Financials | 1.62% |
| 4 | Healthcare | 1.45% |
| 5 | Consumer Staples | 1.42% |
