RMPWM

Rocky Mountain Private Wealth Management Portfolio holdings

AUM $136K
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149K
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$50.6K
2
+$20K
3
+$11.2K
4
KMI icon
Kinder Morgan
KMI
+$9.53K
5
MSTR icon
Strategy Inc
MSTR
+$9.09K

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.6%
2 Communication Services 33.56%
3 Energy 6.04%
4 Industrials 4.7%
5 Healthcare 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$0 ﹤0.01%
+30
27
$0 ﹤0.01%
+100
28
$0 ﹤0.01%
+30
29
$0 ﹤0.01%
+2
30
$0 ﹤0.01%
+150
1
2