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
51
$572K 0.38%
1,616
-8
52
$539K 0.36%
+20,000
53
$517K 0.34%
10,075
-604
54
$511K 0.34%
2,438
55
$506K 0.33%
6,482
56
$499K 0.33%
3,500
+700
57
$499K 0.33%
856
+10
58
$464K 0.31%
882
-9
59
$440K 0.29%
8,367
-900
60
$438K 0.29%
2,338
+362
61
$422K 0.28%
3,475
-100
62
$396K 0.26%
11,767
-8
63
$393K 0.26%
2,065
64
$392K 0.26%
1,040
65
$391K 0.26%
5,678
+50
66
$389K 0.26%
800
-100
67
$387K 0.26%
+15,261
68
$364K 0.24%
2,780
-10
69
$361K 0.24%
4,456
-637
70
$361K 0.24%
765
71
$340K 0.22%
2,724
+20
72
$331K 0.22%
1,086
73
$330K 0.22%
5,436
-865
74
$312K 0.21%
3,700
75
$310K 0.2%
25,396
-1,582
1 2
3
4 5