RWP

Ridgecrest Wealth Partners Portfolio holdings

AUM $221M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$619K
3
+$336K
4
MMM icon
3M
MMM
+$278K
5
NVDA icon
NVIDIA
NVDA
+$263K

Top Sells

1
+$385K
2
+$293K
3
+$214K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$63.3K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$62.5K

Sector Composition

1 Technology 23.21%
2 Communication Services 10.19%
3 Healthcare 8.34%
4 Consumer Staples 7.44%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.93%
33,494
+3,716
27
$1.26M 0.9%
9,626
-204
28
$1.24M 0.88%
9,502
29
$1.18M 0.84%
11,071
30
$1.1M 0.79%
4,568
31
$1.06M 0.75%
5,261
32
$906K 0.65%
8,943
33
$861K 0.61%
4,060
34
$816K 0.58%
3,932
+67
35
$809K 0.58%
11,679
-400
36
$780K 0.56%
7,786
-185
37
$778K 0.55%
2,636
+1
38
$778K 0.55%
7,370
+460
39
$688K 0.49%
7,400
40
$681K 0.48%
2,434
41
$680K 0.48%
3,729
42
$673K 0.48%
20,598
-1,139
43
$666K 0.47%
5,424
44
$658K 0.47%
1,324
45
$655K 0.47%
8,497
+17
46
$619K 0.44%
+3,030
47
$604K 0.43%
5,851
-91
48
$585K 0.42%
2,864
-310
49
$569K 0.41%
29,569
-441
50
$530K 0.38%
1,375
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