RW

Ridgeline Wealth Portfolio holdings

AUM $135M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$15.2M
3
+$9.61M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$8.37M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.85%
2 Financials 0.63%
3 Communication Services 0.21%
4 Consumer Discretionary 0.19%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$739K 0.6%
+2,952
27
$736K 0.6%
+14,692
28
$700K 0.57%
+18,931
29
$608K 0.5%
+5,953
30
$549K 0.45%
+6,180
31
$545K 0.44%
+5,457
32
$534K 0.44%
+11,812
33
$523K 0.43%
+19,662
34
$503K 0.41%
+1,561
35
$489K 0.4%
+18,030
36
$474K 0.39%
+9,083
37
$426K 0.35%
+9,421
38
$407K 0.33%
+94,334
39
$382K 0.31%
+7,461
40
$382K 0.31%
+2,003
41
$368K 0.3%
+1,295
42
$345K 0.28%
+3,350
43
$307K 0.25%
+728
44
$288K 0.23%
+6,216
45
$287K 0.23%
+5,180
46
$263K 0.21%
+1,392
47
$260K 0.21%
+2,838
48
$253K 0.21%
+431
49
$250K 0.2%
+7,237
50
$247K 0.2%
+2,831
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