RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.28M
3 +$948K
4
AES icon
AES
AES
+$829K
5
XOM icon
Exxon Mobil
XOM
+$817K

Top Sells

1 +$1.99M
2 +$1.36M
3 +$939K
4
BA icon
Boeing
BA
+$888K
5
DIS icon
Walt Disney
DIS
+$878K

Sector Composition

1 Financials 20.54%
2 Technology 14.26%
3 Industrials 7.27%
4 Communication Services 6.98%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NEM icon
551
Newmont
NEM
$125B
$5.83K ﹤0.01%
100
-600
GEHC icon
552
GE HealthCare
GEHC
$37.6B
$5.55K ﹤0.01%
75
BBCA icon
553
JPMorgan BetaBuilders Canada ETF
BBCA
$9.76B
$5.49K ﹤0.01%
68
MSI icon
554
Motorola Solutions
MSI
$65.7B
$5.47K ﹤0.01%
13
EME icon
555
Emcor
EME
$30.5B
$5.35K ﹤0.01%
10
KBWY icon
556
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$267M
$5.35K ﹤0.01%
340
FSK icon
557
FS KKR Capital
FSK
$4.11B
$5.19K ﹤0.01%
250
IAC icon
558
IAC Inc
IAC
$3.14B
$5.12K ﹤0.01%
137
-30
SLG icon
559
SL Green Realty
SLG
$3.45B
$5.08K ﹤0.01%
82
GGAL icon
560
Galicia Financial Group
GGAL
$8.22B
$5.04K ﹤0.01%
100
WFC icon
561
Wells Fargo
WFC
$275B
$4.97K ﹤0.01%
62
VTS icon
562
Vitesse Energy
VTS
$764M
$4.88K ﹤0.01%
221
IBKR icon
563
Interactive Brokers
IBKR
$32.8B
$4.88K ﹤0.01%
88
DAL icon
564
Delta Air Lines
DAL
$46.6B
$4.82K ﹤0.01%
98
-65
HON icon
565
Honeywell
HON
$137B
$4.66K ﹤0.01%
20
MRVL icon
566
Marvell Technology
MRVL
$68.2B
$4.64K ﹤0.01%
60
TFC icon
567
Truist Financial
TFC
$64.3B
$4.64K ﹤0.01%
108
QSR icon
568
Restaurant Brands International
QSR
$24B
$4.64K ﹤0.01%
70
RILY icon
569
BRC Group Holdings, Inc. Common Stock
RILY
$291M
$4.46K ﹤0.01%
1,500
HLN icon
570
Haleon
HLN
$43.5B
$4.45K ﹤0.01%
429
-531
ARGX icon
571
argenx
ARGX
$50.3B
$4.41K ﹤0.01%
8
DON icon
572
WisdomTree US MidCap Dividend Fund
DON
$3.88B
$4.26K ﹤0.01%
85
SUPV
573
Grupo Supervielle
SUPV
$939M
$4.24K ﹤0.01%
400
JNUG icon
574
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$703M
$4.2K ﹤0.01%
53
+1
ROK icon
575
Rockwell Automation
ROK
$47.3B
$4.15K ﹤0.01%
13