RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.31M
3
+$4.94M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.03M

Top Sells

1
+$3M
2
+$2.24M
3
+$1.11M
4
HSIC icon
Henry Schein
HSIC
+$1.09M
5
ADP icon
Automatic Data Processing
ADP
+$1.06M

Sector Composition

1 Healthcare 11.05%
2 Communication Services 7.46%
3 Technology 7.25%
4 Financials 7.24%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 1.47%
52,999
+22,089
27
$4.57M 1.45%
35,175
-7,073
28
$4.46M 1.41%
43,525
-10,350
29
$4.44M 1.41%
15,983
-2,955
30
$4.21M 1.34%
40,016
-10,524
31
$3.83M 1.21%
178,594
-30,906
32
$3.15M 1%
39,135
+4,202
33
$3.13M 0.99%
86,896
+21,368
34
$3.1M 0.98%
52,455
-12,198
35
$3.03M 0.96%
+21,285
36
$3.02M 0.96%
190,158
+21,868
37
$2.93M 0.93%
25,741
+18,306
38
$2.79M 0.88%
37,516
-9,963
39
$2.48M 0.79%
35,281
+27,045
40
$2.32M 0.74%
81,029
+10,484
41
$2.3M 0.73%
18,644
+14,371
42
$2.21M 0.7%
9,129
+5,695
43
$2.2M 0.7%
25,160
+4,844
44
$2.04M 0.65%
93,035
+95
45
$1.99M 0.63%
57,493
-23,167
46
$1.97M 0.62%
130,587
-14,010
47
$1.88M 0.6%
37,473
+25,603
48
$1.81M 0.57%
16,537
+14,457
49
$1.48M 0.47%
10,498
+2,853
50
$1.45M 0.46%
31,913
-1,708
1
2
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