RWM
Rockline Wealth Management Portfolio holdings
AUM
$423M
1-Year Est. Return
28.2%
1 Year Est. Return
+28.2%
AUM
$423M
AUM Growth
+$63.3M
(+18%)
Holding
105
Top Buys
| 1 | +$3.18M | |
| 2 | +$1.09M | |
| 3 | +$951K | |
| 4 |
Palantir
PLTR
|
+$867K |
| 5 |
Oracle
ORCL
|
+$587K |
Top Sells
| 1 | +$3.41M | |
| 2 | +$887K | |
| 3 | +$830K | |
| 4 |
Apple
AAPL
|
+$498K |
| 5 |
CAVA Group
CAVA
|
+$460K |
Sector Composition
| 1 | Technology | 45.18% |
| 2 | Communication Services | 10.3% |
| 3 | Financials | 10.23% |
| 4 | Consumer Discretionary | 9.49% |
| 5 | Consumer Staples | 6.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walt Disney
DIS
$206B
| – | – |
-2,041
|
|
||
102
Oneok
OKE
$43.4B
| – | – |
-2,134
|
|
||
103
Target
TGT
$42.9B
| – | – |
-32,670
|
|
||
104
Thermo Fisher Scientific
TMO
$211B
| – | – |
-1,669
|
|
||
105
Yum! Brands
YUM
$41.1B
| – | – |
-1,348
|
|