RW
Ridgeline Wealth Portfolio holdings
AUM
$135M
1-Year Est. Return
14.6%
1 Year Est. Return
+14.6%
AUM
$135M
AUM Growth
+$12.9M
(+10%)
Holding
53
Top Buys
| 1 | +$1.25M | |
| 2 | +$987K | |
| 3 | +$653K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$549K |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$442K |
Top Sells
| 1 | +$689K | |
| 2 | +$368K | |
| 3 | +$315K | |
| 4 |
Prospect Capital
PSEC
|
+$300K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$142K |
Sector Composition
| 1 | Technology | 0.64% |
| 2 | Financials | 0.44% |
| 3 | Industrials | 0.34% |
| 4 | Communication Services | 0.26% |
| 5 | Utilities | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.1T
| $201K | 0.15% |
+399
|
|
||
52
Invesco Ultra Short Duration ETF
GSY
$3.22B
| – | – |
-6,289
|
|
||
|
53
Prospect Capital
PSEC
$1.22B
| – | – |
-94,334
|
|