RW
Ridgeline Wealth Portfolio holdings
AUM
$144M
1-Year Est. Return
18.83%
1 Year Est. Return
+18.83%
AUM
$144M
AUM Growth
+$8.72M
(+6.4%)
Holding
54
Top Buys
| 1 | +$1.29M | |
| 2 | +$568K | |
| 3 | +$493K | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$488K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$480K |
Top Sells
| 1 | +$219K | |
| 2 | +$209K | |
| 3 | +$172K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$155K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$154K |
Sector Composition
| 1 | Financials | 0.71% |
| 2 | Technology | 0.64% |
| 3 | Utilities | 0.32% |
| 4 | Communication Services | 0.31% |
| 5 | Consumer Discretionary | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Electric Power
AEP
$63.8B
| $203K | 0.14% |
+1,761
|
|
||
52
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.8B
| $202K | 0.14% |
+3,990
|
|
||
53
Eaton
ETN
$130B
| – | – |
-560
|
|
||
54
iShares S&P 500 Growth ETF
IVW
$66.8B
| – | – |
-1,816
|
|