RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.25M
3
+$7.13M
4
UNP icon
Union Pacific
UNP
+$6.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.16%
2 Industrials 13%
3 Consumer Discretionary 11.07%
4 Financials 9.3%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.63%
+58,210
27
$2.1M 1.59%
+163,596
28
$1.66M 1.26%
+23,885
29
$1.46M 1.1%
+17,208
30
$1.45M 1.1%
+8,238
31
$1.21M 0.92%
+40,475
32
$745K 0.56%
+55,596
33
$663K 0.5%
+12,890
34
$601K 0.45%
+9,262
35
$589K 0.45%
+3,214
36
$576K 0.44%
+4,610
37
$496K 0.38%
+2,635
38
$491K 0.37%
+13,064
39
$477K 0.36%
+4,882
40
$458K 0.35%
+11,850
41
$451K 0.34%
+10,091
42
$432K 0.33%
+13,690
43
$432K 0.33%
+4,138
44
$408K 0.31%
+10,904
45
$367K 0.28%
+29,136
46
$366K 0.28%
+7,287
47
$355K 0.27%
+1,929
48
$353K 0.27%
+11,440
49
$339K 0.26%
+7,443
50
$316K 0.24%
+11,936
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