RSM US WEALTH MANAGEMENT LLC MINNEAPOLIS, MN Investment Advisor How do I update this listing?

RSM US Wealth Management is based out of Minneapolis. RSM US Wealth Management is a large advisory firm with 3717 clients and discretionary assets under management (AUM) of $5,096,751,362 (Form ADV from 2018-12-01). Their last reported 13F filing for Q1 2020 included $813,484,000 in managed 13F securities and a top 10 holdings concentration of 54.15%. RSM US Wealth Management's largest holding is Vanguard Growth ETF with shares held of 751,293. Whalewisdom has at least 25 13F filings

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13F Activity

  • Market Value $813.484 Million
  • Prior Market Value $1.007 Billion
  • New Purchases178 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 54.15 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 48.81%
Performance Last 4 Quarters: -9.09%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MINNEAPOLIS MN    55402-2526
Country: United States

Business Phone: 612-332-4300
Fax: 612-395-7400
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Pension consultant
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 116
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 3,180,090,000
Total Number of Clients: 3717
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

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