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
$151M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$539K
3
+$387K
4
TSLA icon
Tesla
TSLA
+$302K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$268K

Top Sells

1
+$5.48M
2
+$791K
3
+$441K
4
AAPL icon
Apple
AAPL
+$408K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$249K

Sector Composition

1 Technology 23.94%
2 Communication Services 11.3%
3 Healthcare 7.27%
4 Consumer Staples 6.68%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.93%
72,071
27
$1.36M 0.9%
26,996
+393
28
$1.29M 0.85%
5,261
29
$1.23M 0.81%
11,272
-3
30
$1.21M 0.8%
4,218
-440
31
$1.19M 0.79%
7,671
-519
32
$1.17M 0.77%
7,699
+347
33
$1.03M 0.68%
4,159
+1,215
34
$999K 0.66%
19,886
-1,000
35
$960K 0.63%
4,060
36
$912K 0.6%
2,632
-1
37
$910K 0.6%
5,615
+82
38
$877K 0.58%
23,266
-5,775
39
$873K 0.58%
1,323
40
$829K 0.55%
1,389
-25
41
$808K 0.53%
7,664
42
$753K 0.5%
6,843
-300
43
$737K 0.49%
14,968
-373
44
$722K 0.48%
2,435
45
$715K 0.47%
7,919
+4
46
$693K 0.46%
2,920
47
$658K 0.43%
2,225
-2
48
$633K 0.42%
3,727
-4
49
$597K 0.39%
5,345
-2,025
50
$577K 0.38%
1,246
+105
1
2
3 4 5