RWP

Ridgecrest Wealth Partners Portfolio holdings

AUM $184M
1-Year Est. Return 23.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.11%
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

Top Buys

1 +$1.42M
2 +$997K
3 +$795K
4
AMAT icon
Applied Materials
AMAT
+$786K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$778K

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
-2,500