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
51
$510K 0.36%
2,227
52
$484K 0.34%
6,651
53
$480K 0.34%
3,575
54
$454K 0.32%
9,240
55
$452K 0.32%
2,366
56
$443K 0.32%
2,800
-78
57
$406K 0.29%
1,141
58
$404K 0.29%
2,082
59
$398K 0.28%
4,791
60
$395K 0.28%
836
+120
61
$354K 0.25%
2,065
62
$353K 0.25%
12,355
63
$352K 0.25%
765
64
$351K 0.25%
27,847
+4,647
65
$351K 0.25%
9,381
66
$346K 0.25%
1,040
67
$336K 0.24%
+1,584
68
$335K 0.24%
2,704
+254
69
$328K 0.23%
1,086
70
$320K 0.23%
2,906
-285
71
$304K 0.22%
1,846
72
$295K 0.21%
854
73
$294K 0.21%
5,608
+100
74
$292K 0.21%
850
75
$291K 0.21%
4,530
1 2
3
4