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
$165M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.28M
3
+$1.27M
4
ADP icon
Automatic Data Processing
ADP
+$743K
5
AAPL icon
Apple
AAPL
+$731K

Top Sells

1
+$1.1M
2
+$1.05M
3
+$432K
4
MCD icon
McDonald's
MCD
+$429K
5
JNJ icon
Johnson & Johnson
JNJ
+$291K

Sector Composition

1 Healthcare 21.29%
2 Industrials 12.95%
3 Financials 10.69%
4 Technology 10.19%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.63%
187,674
+20,025
27
$2.41M 1.46%
159,280
+19,070
28
$1.73M 1.04%
29,482
+1,733
29
$1.67M 1.01%
78,647
-49,433
30
$1.27M 0.77%
+6,265
31
$1.16M 0.7%
32,100
-3,430
32
$1.11M 0.67%
13,679
+1,324
33
$986K 0.6%
75,018
+16,104
34
$922K 0.56%
64,052
+7,284
35
$796K 0.48%
9,684
+2,934
36
$640K 0.39%
9,230
+396
37
$621K 0.38%
7,302
-455
38
$556K 0.34%
2,676
+8
39
$513K 0.31%
9,495
-1,066
40
$461K 0.28%
9,215
+4
41
$428K 0.26%
4,240
+11
42
$409K 0.25%
13,064
43
$387K 0.23%
9,551
-1,943
44
$386K 0.23%
15,634
+2,554
45
$380K 0.23%
3,059
46
$362K 0.22%
29,325
-282
47
$345K 0.21%
2,051
-453
48
$333K 0.2%
6,550
49
$301K 0.18%
6,186
+645
50
$293K 0.18%
2,305
+111
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