RW
Rockport Wealth Portfolio holdings
AUM
$432M
1-Year Return
15.17%
This Quarter Return
+9.75%
1 Year Return
+15.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$432M
AUM Growth
+$148M
(+52%)
Cap. Flow
+$133M
Cap. Flow
% of AUM
30.75%
Top 10 Holdings %
Top 10 Hldgs %
66.34%
Holding
88
New
46
Increased
19
Reduced
17
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.51% |
| 2 | Healthcare | 7.35% |
| 3 | Communication Services | 4.8% |
| 4 | Consumer Discretionary | 4.09% |
| 5 | Financials | 1.89% |
