RWM

Rockline Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$19.2M
3 +$17.4M
4
HD icon
Home Depot
HD
+$9.2M
5
UNH icon
UnitedHealth
UNH
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.74%
2 Consumer Discretionary 12.63%
3 Healthcare 10.86%
4 Financials 9.78%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$324K 0.13%
+1,464
77
$305K 0.13%
+1,789
78
$290K 0.12%
+3,019
79
$271K 0.11%
+917
80
$265K 0.11%
+850
81
$245K 0.1%
+894
82
$244K 0.1%
+2,699
83
$231K 0.1%
+1,940
84
$217K 0.09%
+2,640
85
$217K 0.09%
+619
86
$215K 0.09%
+2,611
87
$204K 0.08%
+4,328
88
$8.37K ﹤0.01%
+2,209