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
$471M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.45M
3
+$1.63M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.5M
5
LAMR icon
Lamar Advertising Co
LAMR
+$1.42M

Top Sells

1
+$1.01M
2
+$742K
3
+$648K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$370K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$285K

Sector Composition

1 Healthcare 5.74%
2 Financials 5.62%
3 Technology 4.88%
4 Consumer Discretionary 4.39%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 1%
19,984
-992
27
$4.62M 0.98%
37,845
-1,323
28
$4.51M 0.96%
174,082
+23,638
29
$4.35M 0.92%
76,896
-2,120
30
$4.23M 0.9%
38,156
-2,566
31
$4.21M 0.89%
19,635
-622
32
$4.17M 0.89%
248,584
+598
33
$4.07M 0.86%
161,932
+15,222
34
$3.76M 0.8%
12,681
-284
35
$3.01M 0.64%
17,992
-351
36
$2.87M 0.61%
8,273
-531
37
$2.84M 0.6%
24,328
-1,404
38
$2.81M 0.6%
23,555
+2,030
39
$2.79M 0.59%
18,506
-781
40
$2.78M 0.59%
117,848
-3,376
41
$2.64M 0.56%
31,072
-1,683
42
$2.6M 0.55%
51,468
+7,165
43
$2.56M 0.54%
8,789
-295
44
$2.43M 0.52%
28,673
-2,225
45
$2.3M 0.49%
34,503
-1,548
46
$2.2M 0.47%
21,215
+9,202
47
$2.08M 0.44%
7,788
-24
48
$2M 0.42%
19,800
-903
49
$1.98M 0.42%
17,488
-604
50
$1.96M 0.42%
33,990
+42
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2
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