RMP
Richards, Merrill & Peterson Portfolio holdings
AUM
$232M
1-Year Est. Return
20.17%
1 Year Est. Return
+20.17%
AUM
$210M
AUM Growth
+$18M
(+9.4%)
Holding
500
Top Buys
| 1 | +$1.1M | |
| 2 | +$1.08M | |
| 3 | +$1.01M | |
| 4 |
Amazon
AMZN
|
+$677K |
| 5 |
Franklin Income Focus ETF
INCM
|
+$601K |
Top Sells
| 1 | +$225K | |
| 2 | +$198K | |
| 3 | +$195K | |
| 4 |
Packaging Corp of America
PKG
|
+$187K |
| 5 |
Snowflake
SNOW
|
+$179K |
Sector Composition
| 1 | Technology | 23.22% |
| 2 | Consumer Discretionary | 10.13% |
| 3 | Consumer Staples | 7.89% |
| 4 | Financials | 7.75% |
| 5 | Industrials | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Applied Materials
AMAT
$183B
| $1.78M | 0.85% |
9,724
+777
|
|
||
27
Capital Group Core Bond ETF
CGCB
$3.06B
| $1.75M | 0.83% |
66,720
+16,645
|
|
||
28
Capital Group Growth ETF
CGGR
$16.5B
| $1.7M | 0.81% |
41,810
+3,261
|
|
||
29
Alphabet (Google) Class C
GOOG
$3.5T
| $1.66M | 0.79% |
9,364
+257
|
|
||
30
Palantir
PLTR
$451B
| $1.65M | 0.79% |
12,129
+3,485
|
|
||
31
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.62M | 0.77% |
26,186
+2,200
|
|
||
32
Oracle
ORCL
$669B
| $1.59M | 0.76% |
7,278
+1,124
|
|
||
33
Medtronic
MDT
$122B
| $1.55M | 0.74% |
17,828
+1,082
|
|
||
34
Exxon Mobil
XOM
$507B
| $1.51M | 0.72% |
14,049
+543
|
|
||
35
Procter & Gamble
PG
$345B
| $1.49M | 0.71% |
9,368
+332
|
|
||
36
Caterpillar
CAT
$266B
| $1.46M | 0.7% |
3,771
+59
|
|
||
37
Waste Management
WM
$81.7B
| $1.45M | 0.69% |
6,349
+179
|
|
||
38
McDonald's
MCD
$217B
| $1.44M | 0.68% |
4,925
+155
|
|
||
39
Verizon
VZ
$171B
| $1.42M | 0.68% |
32,807
+2,673
|
|
||
40
Walmart
WMT
$823B
| $1.41M | 0.67% |
14,433
-118
|
|
||
41
Avista
AVA
$3.39B
| $1.41M | 0.67% |
37,071
-3,729
|
|
||
42
Coca-Cola
KO
$307B
| $1.34M | 0.64% |
18,984
+1,361
|
|
||
43
T-Mobile US
TMUS
$237B
| $1.34M | 0.64% |
5,614
+579
|
|
||
44
Air Products & Chemicals
APD
$58.6B
| $1.3M | 0.62% |
4,592
-701
|
|
||
45
Capital Group US Multi-Sector Income ETF
CGMS
$3.3B
| $1.29M | 0.61% |
46,804
+14,260
|
|
||
46
Merck
MRK
$223B
| $1.29M | 0.61% |
16,289
+24
|
|
||
47
iShares Core S&P Small-Cap ETF
IJR
$86.1B
| $1.28M | 0.61% |
11,734
+1,301
|
|
||
48
US Bancorp
USB
$74.3B
| $1.23M | 0.59% |
27,275
+661
|
|
||
49
Capital Group Core Plus Income ETF
CGCP
$5.75B
| $1.23M | 0.58% |
54,651
+13,635
|
|
||
50
Morgan Stanley
MS
$264B
| $1.18M | 0.56% |
8,412
+1,288
|
|