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
$153M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.48M
3
+$1.36M
4
ABBV icon
AbbVie
ABBV
+$681K
5
META icon
Meta Platforms (Facebook)
META
+$527K

Top Sells

1
+$2.36M
2
+$656K
3
+$506K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$236K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$212K

Sector Composition

1 Healthcare 20.75%
2 Industrials 13.36%
3 Financials 11.44%
4 Technology 9.16%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.48%
167,649
-696
27
$2.03M 1.32%
140,210
+120,424
28
$1.82M 1.18%
27,749
+10,410
29
$1.24M 0.81%
35,530
-285
30
$1.1M 0.71%
12,114
-1,160
31
$989K 0.64%
12,355
+5,891
32
$929K 0.61%
27,564
+12,901
33
$783K 0.51%
58,914
+37,116
34
$782K 0.51%
56,768
+1,448
35
$717K 0.47%
7,757
-5
36
$611K 0.4%
8,834
-428
37
$552K 0.36%
2,668
+27
38
$538K 0.35%
10,561
-1,250
39
$527K 0.34%
+6,750
40
$485K 0.32%
11,494
+475
41
$454K 0.3%
9,211
+287
42
$439K 0.29%
4,229
-512
43
$438K 0.29%
2,504
-350
44
$432K 0.28%
12,780
+95
45
$421K 0.27%
13,064
46
$366K 0.24%
29,607
+382
47
$366K 0.24%
3,059
-750
48
$349K 0.23%
6,550
49
$332K 0.22%
13,080
-53
50
$296K 0.19%
1,929
1
2
3