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
$249M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.55M
3
+$4.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.55M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.35M

Top Sells

1
+$1.06M
2
+$1M
3
+$984K
4
LMT icon
Lockheed Martin
LMT
+$969K
5
MCD icon
McDonald's
MCD
+$941K

Sector Composition

1 Healthcare 13.67%
2 Communication Services 9.61%
3 Technology 9.14%
4 Consumer Discretionary 8.48%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 1.45%
64,653
-11,108
27
$3.59M 1.44%
209,500
-43,882
28
$3.39M 1.36%
47,479
-12,834
29
$2.86M 1.15%
34,933
+3,266
30
$2.73M 1.1%
42,409
+35,510
31
$2.69M 1.08%
80,660
-31,845
32
$2.67M 1.07%
30,910
+25,613
33
$2.63M 1.06%
80,092
+67,968
34
$2.53M 1.02%
105,430
+86,914
35
$2.51M 1.01%
168,290
+78,026
36
$2.35M 0.95%
65,528
+5,284
37
$2.21M 0.89%
70,545
+6,126
38
$2.15M 0.86%
144,597
-4,962
39
$1.84M 0.74%
92,940
+146
40
$1.82M 0.73%
20,316
+1,917
41
$1.55M 0.62%
31,765
-2,455
42
$1.5M 0.6%
33,621
+967
43
$1.42M 0.57%
15,060
-2,750
44
$1.41M 0.57%
21,701
-3,583
45
$1.29M 0.52%
38,216
-6,525
46
$1.28M 0.52%
14,106
+961
47
$1.25M 0.5%
8,747
-1,716
48
$1.15M 0.46%
35,480
-6,000
49
$1.13M 0.46%
6,903
-1,905
50
$1.08M 0.43%
24,145
-5,425
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