RWP
Ridgecrest Wealth Partners Portfolio holdings
AUM
$189M
This Quarter Return
+4.53%
1 Year Return
+12.92%
3 Year Return
+69.72%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.18%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.61M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$6.84M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.14M |
| 4 |
Brunswick
BC
|
$4.59M |
| 5 |
S&P Global
SPGI
|
$4.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.04% |
| 2 | Healthcare | 9.49% |
| 3 | Consumer Discretionary | 8.99% |
| 4 | Communication Services | 8.61% |
| 5 | Financials | 6.76% |
