RWP
Ridgecrest Wealth Partners Portfolio holdings
AUM
$189M
This Quarter Return
+6.15%
1 Year Return
+12.92%
3 Year Return
+69.72%
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(+15%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
8.79%
Top 10 Holdings %
Top 10 Hldgs %
52.35%
Holding
116
New
10
Increased
49
Reduced
22
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$6.91M |
| 2 |
Broadcom
AVGO
|
$6.63M |
| 3 |
Direxion Daily AAPL Bear 1X Shares
AAPD
|
$540K |
| 4 |
Netflix
NFLX
|
$496K |
| 5 |
Tesla
TSLA
|
$423K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$687K |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$489K |
| 3 |
United Parcel Service
UPS
|
$200K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$179K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$118K |
Sector Composition
| 1 | Technology | 29.85% |
| 2 | Communication Services | 10.62% |
| 3 | Consumer Staples | 6.8% |
| 4 | Healthcare | 6.1% |
| 5 | Consumer Discretionary | 5.18% |
