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
$153K
AUM Growth
+$4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5K

Sector Composition

1 Technology 41.18%
2 Communication Services 35.95%
3 Industrials 4.58%
4 Healthcare 3.92%
5 Materials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$0 ﹤0.01%
100
27
$0 ﹤0.01%
30
28
$0 ﹤0.01%
100
29
$0 ﹤0.01%
30
30
$0 ﹤0.01%
2
1
2