RWM

Rockline Wealth Management Portfolio holdings

AUM $483M
1-Year Est. Return 36.95%
This Quarter Est. Return
1 Year Est. Return
+36.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.24M
3
+$3M
4
PLTR icon
Palantir
PLTR
+$1.96M
5
PANW icon
Palo Alto Networks
PANW
+$1.77M

Top Sells

1
+$6.22M
2
+$3.14M
3
+$2.66M
4
DHR icon
Danaher
DHR
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.28M

Sector Composition

1 Technology 40.17%
2 Financials 10.94%
3 Consumer Discretionary 10.6%
4 Communication Services 9.53%
5 Consumer Staples 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 1.2%
60,767
+2,269
27
$4.27M 1.19%
48,680
+1,551
28
$4.21M 1.17%
13,781
+440
29
$3.82M 1.06%
21,766
+760
30
$3.78M 1.05%
22,139
+10,390
31
$3.76M 1.05%
40,370
+1,930
32
$3.62M 1.01%
15,530
+374
33
$3.49M 0.97%
48,012
+2,551
34
$3.44M 0.96%
12,805
+593
35
$3.41M 0.95%
32,670
+1,330
36
$3.3M 0.92%
30,187
+1,287
37
$3.29M 0.91%
27,595
+1,140
38
$3.2M 0.89%
26,869
+951
39
$3.14M 0.87%
12,123
+456
40
$3.03M 0.84%
32,954
+1,227
41
$2.97M 0.83%
65,507
+3,810
42
$2.96M 0.82%
19,728
+817
43
$2.9M 0.81%
23,466
+1,002
44
$2.83M 0.79%
56,377
+3,694
45
$2.79M 0.78%
23,225
+347
46
$2.79M 0.78%
15,882
+862
47
$2.74M 0.76%
3,313
+216
48
$2.5M 0.7%
13,908
+663
49
$2.46M 0.68%
17,282
+815
50
$2.26M 0.63%
27,477
+1,427
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