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
51
$237K 0.19%
+1,082
52
$233K 0.19%
+2,298
53
$216K 0.18%
+4,729
54
$215K 0.18%
+648
55
$214K 0.17%
+2,422
1 2
3