RWM
RMG Wealth Management Portfolio holdings
AUM $650M
This Quarter Return
+6.46%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$650M
AUM Growth
–
Cap. Flow
+$650M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
94.43%
Holding
329
New
328
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $143M | |
| 2 | $133M | |
| 3 | $87.7M | |
| 4 | $62.3M | |
| 5 | $55.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1% |
| 2 | Industrials | 0.53% |
| 3 | Utilities | 0.41% |
| 4 | Consumer Discretionary | 0.37% |
| 5 | Financials | 0.35% |
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