RWP
Ridgecrest Wealth Partners Portfolio holdings
AUM
$189M
This Quarter Return
+9.32%
1 Year Return
+12.92%
3 Year Return
+69.72%
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(+12%)
Cap. Flow
+$6.58M
Cap. Flow
% of AUM
3.2%
Top 10 Holdings %
Top 10 Hldgs %
44.49%
Holding
126
New
12
Increased
51
Reduced
21
Closed
4
Top Buys
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.72M |
| 2 |
Tesla
TSLA
|
$1.53M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.12M |
| 4 |
Franklin Short Duration US Government ETF
FTSD
|
$1.03M |
| 5 |
COUP
Coupa Software Incorporated
COUP
|
$1.01M |
Sector Composition
| 1 | Technology | 18.68% |
| 2 | Communication Services | 9.25% |
| 3 | Healthcare | 7.47% |
| 4 | Consumer Discretionary | 5.9% |
| 5 | Consumer Staples | 4.95% |
