RMPWM
Rocky Mountain Private Wealth Management Portfolio holdings
AUM
$136K
1-Year Est. Return
17.96%
This Fund
S&P 500
1 Year Est. Return
+17.96%
AUM
$136K
AUM Growth
-$20K
(-13%)
Holding
28
Top Buys
No buys this quarter
Sector Composition
| 1 | Communication Services | 43.38% |
| 2 | Technology | 29.41% |
| 3 | Healthcare | 5.88% |
| 4 | Real Estate | 5.15% |
| 5 | Industrials | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MESG
26
DELISTED
XURA INC COM (DE)
MESG
| – | – |
-30
|
|
||
27
Apple
AAPL
$3.76T
| – | – |
-700
|
|
||
28
Adtran
ADTN
$1.04B
| – | – |
-150
|
|