RW
Ridgeline Wealth Portfolio holdings
AUM
$140M
1-Year Est. Return
20.86%
This Fund
S&P 500
1 Year Est. Return
+20.86%
AUM
$140M
AUM Growth
-$4.59M
(-3.2%)
Holding
55
Top Buys
| 1 | +$2.08M | |
| 2 | +$659K | |
| 3 | +$435K | |
| 4 |
Vertiv
VRT
|
+$208K |
| 5 |
Eaton
ETN
|
+$207K |
Top Sells
| 1 | +$4.11M | |
| 2 | +$1.1M | |
| 3 | +$1.05M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$694K |
| 5 |
iShares US Technology ETF
IYW
|
+$524K |
Sector Composition
| 1 | Technology | 0.58% |
| 2 | Industrials | 0.55% |
| 3 | Utilities | 0.37% |
| 4 | Communication Services | 0.28% |
| 5 | Financials | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Eaton
ETN
$156B
| $208K | 0.15% |
+583
|
|
||
52
Walmart Inc
WMT
$923B
| $203K | 0.15% |
+1,631
|
|
||
|
53
Berkshire Hathaway Class B
BRK.B
$1.02T
| – | – |
-1,380
|
|
||
54
iShares MSCI EAFE Growth ETF
EFG
$15.8B
| – | – |
-2,235
|
|
||
55
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.6B
| – | – |
-3,990
|
|