RWI
Red Wave Investments Portfolio holdings
AUM
$304M
This Quarter Return
+5.27%
1 Year Return
+12.55%
3 Year Return
+47.8%
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+2.7%)
Cap. Flow
-$5.02M
Cap. Flow
% of AUM
-2.03%
Top 10 Holdings %
Top 10 Hldgs %
53.28%
Holding
94
New
3
Increased
30
Reduced
41
Closed
2
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.23M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$284K |
| 3 |
CSX Corp
CSX
|
$228K |
| 4 |
Lowe's Companies
LOW
|
$219K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$173K |
Top Sells
Sector Composition
| 1 | Technology | 4.5% |
| 2 | Consumer Discretionary | 2.15% |
| 3 | Financials | 1.7% |
| 4 | Consumer Staples | 1.48% |
| 5 | Healthcare | 1.4% |
