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
$542M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.68M
3
+$2.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.76M

Top Sells

1
+$610K
2
+$368K
3
+$365K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$348K
5
FULT icon
Fulton Financial
FULT
+$344K

Sector Composition

1 Financials 4.85%
2 Healthcare 4.81%
3 Technology 4.34%
4 Consumer Discretionary 3.64%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 1.14%
44,357
-185
27
$5.97M 1.1%
318,966
-5,022
28
$5.44M 1%
522,456
+7,984
29
$5.38M 0.99%
195,712
+4,938
30
$5.31M 0.98%
31,386
-328
31
$4.8M 0.88%
18,173
-390
32
$4.56M 0.84%
172,282
+2,916
33
$4.48M 0.83%
36,017
-794
34
$4.22M 0.78%
11,526
-155
35
$3.94M 0.73%
79,488
-388
36
$3.62M 0.67%
67,269
+2,478
37
$3.43M 0.63%
16,067
-1,711
38
$3.37M 0.62%
16,242
-498
39
$3.09M 0.57%
262,734
+4,848
40
$2.8M 0.52%
16,947
-947
41
$2.7M 0.5%
9,229
-629
42
$2.65M 0.49%
103,760
-2,698
43
$2.41M 0.44%
22,039
-82
44
$2.28M 0.42%
29,737
-1,439
45
$2.27M 0.42%
27,096
-382
46
$2.24M 0.41%
42,385
-2,658
47
$1.98M 0.37%
17,734
+380
48
$1.93M 0.36%
16,405
-516
49
$1.91M 0.35%
31,098
-1,017
50
$1.91M 0.35%
5,268
-123
1
2
3 4 5