RWP
Ridgeline Wealth Planning Portfolio holdings
AUM
$121M
This Quarter Return
+0.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.1%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$28.2M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$15.3M |
| 3 |
Capital Group Global Growth Equity ETF
CGGO
|
$12.1M |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
$8.21M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.32% |
| 2 | Consumer Staples | 0.8% |
| 3 | Technology | 0.78% |
| 4 | Consumer Discretionary | 0.59% |
| 5 | Industrials | 0.27% |
