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
$433M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.98M
3
+$2.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.74M

Top Sells

1
+$1.63M
2
+$792K
3
+$571K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$527K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$483K

Sector Composition

1 Healthcare 5.58%
2 Financials 5.24%
3 Technology 4.36%
4 Consumer Discretionary 3.85%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 1.05%
34,870
-1,463
27
$4.49M 1.04%
32,440
-1,274
28
$4.27M 0.99%
495,440
-9,440
29
$4.14M 0.96%
34,124
+10,569
30
$4.03M 0.93%
36,994
-851
31
$3.87M 0.89%
19,044
-940
32
$3.8M 0.88%
18,672
-963
33
$3.75M 0.87%
148,424
-13,508
34
$3.48M 0.8%
33,297
+12,082
35
$3.18M 0.73%
11,921
-760
36
$3.03M 0.7%
76,764
-132
37
$3.03M 0.7%
17,033
-959
38
$2.89M 0.67%
57,803
+6,335
39
$2.67M 0.62%
115,664
-2,184
40
$2.58M 0.6%
23,541
-787
41
$2.39M 0.55%
18,283
-223
42
$2.34M 0.54%
49,460
+14,141
43
$2.14M 0.49%
8,557
-232
44
$2.06M 0.47%
27,739
-934
45
$2.05M 0.47%
30,285
-787
46
$2.04M 0.47%
22,242
-412
47
$2.01M 0.46%
32,732
-1,771
48
$1.93M 0.45%
193,164
+40,776
49
$1.78M 0.41%
7,758
-30
50
$1.77M 0.41%
18,450
-1,350
1
2
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