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
$159M
AUM Growth
-$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$1.48M
3
+$696K
4
LMT icon
Lockheed Martin
LMT
+$632K
5
UAA icon
Under Armour
UAA
+$536K

Top Sells

1
+$5.38M
2
+$1.58M
3
+$808K
4
COP icon
ConocoPhillips
COP
+$471K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$422K

Sector Composition

1 Healthcare 20.06%
2 Communication Services 11.54%
3 Financials 11%
4 Technology 10.32%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.69%
12,899
+3,047
27
$1.63M 1.03%
22,387
-21,733
28
$1.48M 0.93%
+22,830
29
$1.46M 0.92%
19,883
+1,774
30
$1.36M 0.85%
28,280
-9,831
31
$1.14M 0.72%
21,027
-3,283
32
$1.11M 0.7%
87,580
+8,616
33
$1.1M 0.69%
14,758
+9,370
34
$1M 0.63%
83,796
+579
35
$571K 0.36%
17,235
-65
36
$507K 0.32%
7,992
-1,133
37
$421K 0.27%
21,182
-21,257
38
$415K 0.26%
7,620
-1,445
39
$385K 0.24%
4,188
+44
40
$385K 0.24%
15,634
41
$384K 0.24%
12,300
-764
42
$356K 0.22%
29,422
+46
43
$331K 0.21%
6,550
44
$313K 0.2%
6,840
-1,655
45
$292K 0.18%
1,524
+150
46
$281K 0.18%
2,306
+1
47
$271K 0.17%
6,229
+200
48
$270K 0.17%
1,954
49
$239K 0.15%
+1,950
50
$224K 0.14%
2,052
1
2
3