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
51
$1.46M 0.41%
3,127
+230
52
$1.32M 0.37%
18,136
+2,371
53
$1.23M 0.34%
1,548
+108
54
$1.2M 0.33%
2,141
55
$1.1M 0.31%
+9,401
56
$922K 0.26%
+12,768
57
$830K 0.23%
1,669
+140
58
$829K 0.23%
7,497
59
$825K 0.23%
5,337
+30
60
$810K 0.23%
856
+18
61
$685K 0.19%
4,316
62
$677K 0.19%
1,103
+121
63
$639K 0.18%
1,200
+121
64
$504K 0.14%
2,269
-49
65
$460K 0.13%
5,326
66
$456K 0.13%
855
67
$452K 0.13%
971
68
$414K 0.12%
5,146
+162
69
$411K 0.11%
12,000
70
$386K 0.11%
1,240
+38
71
$384K 0.11%
1,980
-29
72
$372K 0.1%
1,127
73
$354K 0.1%
1,422
+36
74
$354K 0.1%
4,644
-184
75
$341K 0.09%
12,060
+605
1 2
3
4 5