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
$443M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.01M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.48M

Top Sells

1
+$521K
2
+$456K
3
+$446K
4
AMZN icon
Amazon
AMZN
+$405K
5
TMO icon
Thermo Fisher Scientific
TMO
+$390K

Sector Composition

1 Financials 5.73%
2 Healthcare 5.52%
3 Technology 4.68%
4 Consumer Discretionary 4.51%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.1%
275,715
+41,805
27
$4.55M 1.03%
40,722
+1,115
28
$4.38M 0.99%
20,976
-475
29
$4.1M 0.93%
247,986
+14,530
30
$3.94M 0.89%
150,444
+56,334
31
$3.78M 0.85%
20,257
-458
32
$3.71M 0.84%
146,710
+39,482
33
$3.65M 0.83%
79,016
-2,160
34
$3.58M 0.81%
12,965
-1,614
35
$2.87M 0.65%
18,343
-1,168
36
$2.8M 0.63%
121,224
-5,152
37
$2.71M 0.61%
32,755
-4,152
38
$2.7M 0.61%
25,732
-3,572
39
$2.6M 0.59%
8,804
-781
40
$2.59M 0.58%
19,287
-3,396
41
$2.58M 0.58%
21,525
+279
42
$2.47M 0.56%
30,898
-448
43
$2.46M 0.56%
9,084
+1
44
$2.23M 0.5%
44,303
+13,219
45
$2.09M 0.47%
20,703
-807
46
$2.06M 0.47%
36,051
-3,039
47
$1.97M 0.45%
36,303
+4,702
48
$1.95M 0.44%
7,812
+15
49
$1.88M 0.42%
18,092
-310
50
$1.87M 0.42%
23,996
-1,109
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2
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