RWM
Rockline Wealth Management Portfolio holdings
AUM
$423M
1-Year Est. Return
28.2%
1 Year Est. Return
+28.2%
AUM
$359M
AUM Growth
-$14.9M
(-4%)
Holding
103
Top Buys
| 1 | +$4.21M | |
| 2 | +$3.24M | |
| 3 | +$3M | |
| 4 |
Palantir
PLTR
|
+$1.96M |
| 5 |
Palo Alto Networks
PANW
|
+$1.77M |
Top Sells
| 1 | +$6.22M | |
| 2 | +$3.14M | |
| 3 | +$2.66M | |
| 4 |
Danaher
DHR
|
+$1.54M |
| 5 |
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
United Parcel Service
UPS
$74.7B
| – | – |
-21,130
|
|
||
102
Vanguard S&P 500 ETF
VOO
$761B
| – | – |
-381
|
|
||
103
Zoetis
ZTS
$65.6B
| – | – |
-5,823
|
|