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
101
– –
-3,445
102
– –
-4,220
103
– –
-1,348
104
– –
-3,159
105
– –
-66,000
1 2 3 4
5