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RWM

Rockline Wealth Management Portfolio holdings

AUM $460M
1-Year Est. Return 37.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$727K
3
+$726K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$609K
5
META icon
Meta Platforms (Facebook)
META
+$607K

Top Sells

1
+$381K
2
+$373K
3
+$359K
4
MO icon
Altria Group
MO
+$291K
5
APD icon
Air Products & Chemicals
APD
+$242K

Sector Composition

1 Technology 46.53%
2 Communication Services 10.61%
3 Financials 9.85%
4 Consumer Discretionary 8.66%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VST icon
51
Vistra
VST
$50.9B
$2.14M 0.44%
13,294
+1,183
KMB icon
52
Kimberly-Clark
KMB
$38.1B
$1.87M 0.38%
18,533
+464
NOW icon
53
ServiceNow
NOW
$110B
$1.72M 0.35%
11,254
+1,184
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.39T
$1.64M 0.33%
5,237
-6
INTU icon
55
Intuit
INTU
$75.3B
$1.4M 0.29%
2,120
+339
SPY icon
56
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$1.37M 0.28%
2,012
-60
ED icon
57
Consolidated Edison
ED
$42B
$941K 0.19%
9,473
-109
BLK icon
58
Blackrock
BLK
$154B
$908K 0.19%
848
CRWV
59
CoreWeave Inc
CRWV
$44.6B
$682K 0.14%
9,524
+2,028
CAT icon
60
Caterpillar
CAT
$444B
$658K 0.13%
1,149
+100
FDN icon
61
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
$608K 0.12%
2,258
NOC icon
62
Northrop Grumman
NOC
$78B
$580K 0.12%
1,018
AMD icon
63
Advanced Micro Devices
AMD
$844B
$551K 0.11%
+2,571
MDY icon
64
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$516K 0.11%
855
MLI icon
65
Mueller Industries
MLI
$12.5B
$492K 0.1%
8,570
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.1T
$492K 0.1%
978
-100
SPYG icon
67
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.8B
$459K 0.09%
4,300
-720
IBM icon
68
IBM
IBM
$272B
$450K 0.09%
1,520
ADI icon
69
Analog Devices
ADI
$184B
$426K 0.09%
1,569
LIN icon
70
Linde
LIN
$253B
$414K 0.08%
971
AMGN icon
71
Amgen
AMGN
$202B
$398K 0.08%
1,216
LLY icon
72
Eli Lilly
LLY
$1.08T
$365K 0.07%
+340
VUG icon
73
Vanguard Growth ETF
VUG
$221B
$338K 0.07%
4,152
+60
CSCO icon
74
Cisco
CSCO
$444B
$317K 0.06%
4,120
-1
COIN icon
75
Coinbase
COIN
$43.6B
$315K 0.06%
1,392
-22
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3
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