RMPWM
Rocky Mountain Private Wealth Management Portfolio holdings
AUM
$136K
This Quarter Return
+5.79%
1 Year Return
+17.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136K
AUM Growth
+$136K
(-13%)
Cap. Flow
-$26K
Cap. Flow
% of AUM
-19.12%
Top 10 Holdings %
Top 10 Hldgs %
86.76%
Holding
28
New
–
Increased
–
Reduced
–
Closed
5
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$16K |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
$8K |
| 3 |
Adtran
ADTN
|
$2K |
Sector Composition
| 1 | Communication Services | 43.38% |
| 2 | Technology | 29.41% |
| 3 | Healthcare | 5.88% |
| 4 | Real Estate | 5.15% |
| 5 | Industrials | 4.41% |