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
$374M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$624K
3
+$510K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$452K
5
V icon
Visa
V
+$431K

Top Sells

1
+$341K
2
+$311K
3
+$275K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$223K
5
AMX icon
America Movil
AMX
+$205K

Sector Composition

1 Technology 42.36%
2 Consumer Discretionary 10.9%
3 Financials 10.15%
4 Communication Services 8.05%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,897
102
– –
-12,528
103
– –
-3,308
104
– –
-1,452
1 2 3 4
5