MWM
RMT

Modern Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

Modern Wealth Management’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.1M Buy
1,095,569
+20,815
+2% +$193K 0.25% 96
2025
Q1 		$9.06M Buy
1,074,754
+106,092
+11% +$894K 0.29% 80
2024
Q4 		$9.44M Buy
+968,662
New +$9.44M 0.35% 67