RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$232M
1-Year Est. Return
20.17%
1 Year Est. Return
+20.17%
AUM
$232M
AUM Growth
+$21.3M
(+10%)
Holding
218
Top Buys
| 1 | +$646K | |
| 2 | +$643K | |
| 3 | +$625K | |
| 4 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
+$439K |
| 5 |
Constellation Energy
CEG
|
+$328K |
Top Sells
| 1 | +$245K | |
| 2 | +$222K | |
| 3 | +$220K | |
| 4 |
Twilio
TWLO
|
+$208K |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$184K |
Sector Composition
| 1 | Technology | 23.56% |
| 2 | Consumer Discretionary | 9.94% |
| 3 | Financials | 7.59% |
| 4 | Industrials | 7.4% |
| 5 | Consumer Staples | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Oracle
ORCL
$576B
| $2.06M | 0.89% |
7,327
+49
|
|
||
27
Capital Group Growth ETF
CGGR
$18.3B
| $2.06M | 0.89% |
46,893
+5,083
|
|
||
28
Applied Materials
AMAT
$201B
| $2.01M | 0.87% |
9,811
+87
|
|
||
29
Caterpillar
CAT
$269B
| $1.98M | 0.86% |
4,158
+387
|
|
||
30
Capital Group Core Bond ETF
CGCB
$3.34B
| $1.96M | 0.85% |
73,921
+7,201
|
|
||
31
Cisco
CSCO
$304B
| $1.92M | 0.83% |
28,063
+273
|
|
||
32
Exxon Mobil
XOM
$489B
| $1.65M | 0.71% |
14,611
+562
|
|
||
33
Medtronic
MDT
$135B
| $1.65M | 0.71% |
17,292
-536
|
|
||
34
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $1.62M | 0.7% |
24,893
-1,293
|
|
||
35
Procter & Gamble
PG
$346B
| $1.57M | 0.68% |
10,238
+870
|
|
||
36
Honeywell
HON
$122B
| $1.52M | 0.66% |
7,236
-597
|
|
||
37
McDonald's
MCD
$222B
| $1.52M | 0.66% |
5,011
+86
|
|
||
38
Walmart
WMT
$881B
| $1.44M | 0.62% |
13,998
-435
|
|
||
39
Morgan Stanley
MS
$270B
| $1.42M | 0.61% |
8,937
+525
|
|
||
40
Verizon
VZ
$173B
| $1.4M | 0.6% |
31,853
-954
|
|
||
41
iShares Core S&P Small-Cap ETF
IJR
$88.2B
| $1.39M | 0.6% |
11,728
-6
|
|
||
42
Waste Management
WM
$87.8B
| $1.39M | 0.6% |
6,292
-57
|
|
||
43
Coca-Cola
KO
$315B
| $1.35M | 0.58% |
20,355
+1,371
|
|
||
44
Merck
MRK
$260B
| $1.35M | 0.58% |
16,063
-226
|
|
||
45
T-Mobile US
TMUS
$234B
| $1.35M | 0.58% |
5,627
+13
|
|
||
46
US Bancorp
USB
$76.2B
| $1.32M | 0.57% |
27,233
-42
|
|
||
47
Avista
AVA
$3.37B
| $1.31M | 0.56% |
34,589
-2,482
|
|
||
48
Capital Group US Multi-Sector Income ETF
CGMS
$3.67B
| $1.27M | 0.55% |
45,720
-1,084
|
|
||
49
Capital Group Core Plus Income ETF
CGCP
$6.17B
| $1.24M | 0.54% |
54,651
|
|
||
50
AbbVie
ABBV
$402B
| $1.21M | 0.52% |
5,239
+182
|
|