RWP
Ridgecrest Wealth Partners Portfolio holdings
AUM
$189M
This Quarter Return
+7.12%
1 Year Return
+12.92%
3 Year Return
+69.72%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+6.6%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
50.78%
Holding
99
New
5
Increased
16
Reduced
20
Closed
2
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$737K |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$619K |
| 3 |
Meta Platforms (Facebook)
META
|
$336K |
| 4 |
3M
MMM
|
$278K |
| 5 |
NVIDIA
NVDA
|
$263K |
Top Sells
| 1 |
Broadcom
AVGO
|
$385K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$293K |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$214K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$63.3K |
| 5 |
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% |
