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
101
– –
-21,130
102
– –
-381
103
– –
-5,823
1 2 3 4
5