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
$156K
AUM Growth
+$3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

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%