RMPWM

Rocky Mountain Private Wealth Management Portfolio holdings

AUM $136K
1-Year Est. Return 17.83%
This Quarter Est. Return
1 Year Est. Return
+17.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136K
AUM Growth
-$20K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$16K
2 +$8K
3 +$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DISCK
26
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$0 ﹤0.01%
30
AVP
27
DELISTED
Avon Products, Inc.
AVP
$0 ﹤0.01%
100
MESG
28
DELISTED
XURA INC COM (DE)
MESG
-30