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
$216K
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.06K
2
+$3.93K
3
+$3.92K
4
LMT icon
Lockheed Martin
LMT
+$1.33K
5
MAA icon
Mid-America Apartment Communities
MAA
+$554

Top Sells

1
+$5.67M
2
+$4.38M
3
+$239K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$216K
5
IBM icon
IBM
IBM
+$214K

Sector Composition

1 Financials 32.29%
2 Healthcare 16.15%
3 Communication Services 9.67%
4 Consumer Discretionary 9.08%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88K 0.87%
26,487
+4,100
27
$1.52K 0.71%
19,894
+11
28
$1.48K 0.69%
22,066
-764
29
$1.2K 0.56%
86,952
-171,312
30
$1.16K 0.54%
14,868
+110
31
$1.16K 0.54%
24,748
-3,532
32
$1.11K 0.51%
84,956
-2,624
33
$980 0.45%
76,269
-7,527
34
$647 0.3%
10,924
-10,103
35
$543 0.25%
12,300
36
$532 0.25%
7,992
37
$508 0.24%
5,994
-11,241
38
$452 0.21%
7,653
+33
39
$409 0.19%
15,734
+100
40
$399 0.19%
6,550
41
$389 0.18%
4,359
+171
42
$383 0.18%
29,474
+52
43
$337 0.16%
1,654
+130
44
$330 0.15%
6,505
-335
45
$311 0.14%
+3,117
46
$295 0.14%
6,184
-45
47
$292 0.14%
13,972
-7,210
48
$279 0.13%
2,305
-1
49
$265 0.12%
+4,783
50
$257 0.12%
1,870
-84
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