RWM

RMG Wealth Management Portfolio holdings

AUM $772M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26K ﹤0.01%
+200
177
$25K ﹤0.01%
+225
178
$24.5K ﹤0.01%
+52
179
$24.5K ﹤0.01%
+100
180
$24.3K ﹤0.01%
+1,410
181
$23.7K ﹤0.01%
+120
182
$23.1K ﹤0.01%
+300
183
$22.9K ﹤0.01%
+500
184
$22.9K ﹤0.01%
+1,625
185
$22.9K ﹤0.01%
+588
186
$22.7K ﹤0.01%
+1,304
187
$20K ﹤0.01%
+1,808
188
$19.9K ﹤0.01%
+343
189
$19.2K ﹤0.01%
+113
190
$18.1K ﹤0.01%
+193
191
$18.1K ﹤0.01%
+149
192
$17.7K ﹤0.01%
+25
193
$17.6K ﹤0.01%
+289
194
$17.1K ﹤0.01%
+182
195
$16.6K ﹤0.01%
+60
196
$16.4K ﹤0.01%
+1,429
197
$16.1K ﹤0.01%
+60
198
$15.3K ﹤0.01%
+545
199
$15K ﹤0.01%
+115
200
$14.9K ﹤0.01%
+150