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
$405M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.67M
3
+$4.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.11M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.27M

Top Sells

1
+$2.6M
2
+$1.17M
3
+$890K
4
MCD icon
McDonald's
MCD
+$867K
5
DIS icon
Walt Disney
DIS
+$762K

Sector Composition

1 Healthcare 7.13%
2 Financials 6.36%
3 Technology 5.36%
4 Communication Services 5.29%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.23M 1.05%
37,333
+5,373
27
$4.15M 1.03%
16,070
-1,805
28
$3.68M 0.91%
11,492
-1,745
29
$3.66M 0.91%
34,006
-7,073
30
$3.66M 0.91%
21,302
-5,040
31
$3.56M 0.88%
132,438
-20,642
32
$3.5M 0.86%
82,584
-8,836
33
$3.38M 0.83%
198,524
+18,174
34
$3.19M 0.79%
38,153
-4,430
35
$3.13M 0.77%
+171,981
36
$3.09M 0.76%
26,422
-7,602
37
$2.97M 0.73%
+335,432
38
$2.59M 0.64%
25,586
-6,841
39
$2.55M 0.63%
46,392
-11,687
40
$2.43M 0.6%
26,568
-1,340
41
$2.42M 0.6%
9,081
+1
42
$2.41M 0.6%
19,700
-348
43
$2.34M 0.58%
+61,595
44
$2.26M 0.56%
21,601
-6,433
45
$2.22M 0.55%
75,218
-7,414
46
$2.17M 0.54%
34,717
-9,054
47
$2.1M 0.52%
19,249
+2,694
48
$1.91M 0.47%
17,966
-24,425
49
$1.89M 0.47%
33,324
+6,280
50
$1.89M 0.47%
110,550
-7,107
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