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
$184M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.48M
3
+$3.4M
4
AAPL icon
Apple
AAPL
+$2.75M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.69M

Top Sells

1
+$1.6M
2
+$1.13M
3
+$1.09M
4
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$913K
5
CRM icon
Salesforce
CRM
+$826K

Sector Composition

1 Technology 16.39%
2 Communication Services 9.8%
3 Healthcare 6.63%
4 Consumer Discretionary 6.49%
5 Financials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.23%
5,786
+20
77
$423K 0.23%
942
+400
78
$418K 0.23%
2,852
79
$408K 0.22%
2,127
+900
80
$404K 0.22%
8,691
81
$401K 0.22%
5,508
82
$377K 0.21%
6,740
83
$352K 0.19%
1,040
84
$351K 0.19%
+1,520
85
$351K 0.19%
+10,493
86
$348K 0.19%
2,625
+600
87
$343K 0.19%
2,914
88
$323K 0.18%
1,086
89
$321K 0.17%
1,763
90
$308K 0.17%
3,826
91
$306K 0.17%
783
-47
92
$304K 0.17%
4,530
93
$297K 0.16%
4,651
+1
94
$293K 0.16%
+1,746
95
$285K 0.16%
20,100
+5,600
96
$285K 0.16%
765
97
$284K 0.15%
1,176
98
$278K 0.15%
1,827
+36
99
$271K 0.15%
3,543
100
$262K 0.14%
3,700
1 2 3
4
5