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
$205M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,000