RW
Ridgeline Wealth Portfolio holdings
AUM
$123M
This Quarter Return
-0.7%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.56%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$26.7M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$15.2M |
| 3 |
Avantis All Equity Markets Value ETF
AVGV
|
$9.61M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
$8.37M |
| 5 |
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% |
