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RWP
Ridgeline Wealth Planning Portfolio holdings
AUM
$137M
1-Year Est. Return
16.66%
This Fund
S&P 500
1 Year Est. Return
+16.66%
AUM
$137M
AUM Growth
-$3.21M
(-2.3%)
Holding
52
Top Buys
| 1 | +$413K | |
| 2 | +$339K | |
| 3 | +$251K | |
| 4 |
Invesco Aerospace & Defense ETF
PPA
|
+$222K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$213K |
Top Sells
| 1 | +$219K | |
| 2 | +$198K | |
| 3 | +$183K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$182K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$143K |
Sector Composition
| 1 | Technology | 2.62% |
| 2 | Financials | 2.35% |
| 3 | Consumer Staples | 0.75% |
| 4 | Industrials | 0.59% |
| 5 | Consumer Discretionary | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
First Trust Health Care AlphaDEX Fund
FXH
$877M
| $204K | 0.15% |
1,858
|
|
||
52
Tesla
TSLA
$1.5T
| – | – |
-488
|
|