RMPWM
Rocky Mountain Private Wealth Management Portfolio holdings
AUM
$136K
1-Year Return
17.83%
This Quarter Return
+3.68%
1 Year Return
+17.83%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156K
AUM Growth
+$3K
(+2%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
81.41%
Holding
29
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 39.74% |
| 2 | Communication Services | 37.18% |
| 3 | Industrials | 4.49% |
| 4 | Healthcare | 4.49% |
| 5 | Materials | 3.85% |