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
$143M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$3.64M
3
+$1.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$713K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$657K

Top Sells

1
+$7.52M
2
+$2.76M
3
+$952K
4
AFL icon
Aflac
AFL
+$332K
5
CMI icon
Cummins
CMI
+$218K

Sector Composition

1 Healthcare 20.79%
2 Industrials 13.5%
3 Financials 10.27%
4 Energy 8.63%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.64%
12,596
-1,122
27
$2.17M 1.52%
168,345
+1,473
28
$1.17M 0.81%
13,274
-2,295
29
$1.13M 0.79%
35,815
-360
30
$1M 0.7%
17,339
+2,899
31
$730K 0.51%
7,762
+2,880
32
$711K 0.5%
55,320
-648
33
$604K 0.42%
9,262
34
$549K 0.38%
2,854
35
$526K 0.37%
11,811
-265
36
$524K 0.37%
2,641
+3
37
$506K 0.35%
7,854
+231
38
$503K 0.35%
+14,663
39
$490K 0.34%
+6,464
40
$483K 0.34%
2,450
+1,250
41
$470K 0.33%
11,019
+214
42
$452K 0.32%
4,741
+12
43
$441K 0.31%
13,064
44
$417K 0.29%
3,809
+1,750
45
$410K 0.29%
8,924
46
$388K 0.27%
12,685
47
$350K 0.24%
1,929
48
$350K 0.24%
13,133
49
$324K 0.23%
29,225
+44
50
$307K 0.21%
+19,786
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