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
$478M
AUM Growth
-$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.96M
3
+$3.51M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.69M

Top Sells

1
+$560K
2
+$474K
3
+$410K
4
MO icon
Altria Group
MO
+$317K
5
CVX icon
Chevron
CVX
+$310K

Sector Composition

1 Healthcare 4.72%
2 Technology 4.69%
3 Financials 3.83%
4 Consumer Discretionary 2.97%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 1.03%
335,124
+4,791
27
$4.88M 1.02%
165,940
+224
28
$4.85M 1.01%
16,999
-329
29
$4.79M 1%
49,776
-2,792
30
$4.26M 0.89%
67,092
-3,304
31
$4.11M 0.86%
42,561
-522
32
$3.9M 0.82%
143,578
+6,460
33
$3.83M 0.8%
27,189
-1,097
34
$3.33M 0.7%
10,683
-230
35
$2.93M 0.61%
97,448
-1,824
36
$2.88M 0.6%
52,229
-3,811
37
$2.49M 0.52%
247,626
+14,760
38
$2.31M 0.48%
8,980
39
$2.28M 0.48%
31,410
-4,278
40
$2.26M 0.47%
13,666
-1,091
41
$2.13M 0.45%
19,338
-1,528
42
$2.06M 0.43%
24,854
-580
43
$2.02M 0.42%
11,051
-2,594
44
$1.97M 0.41%
14,401
-707
45
$1.94M 0.41%
34,834
-861
46
$1.65M 0.35%
53,481
-644
47
$1.62M 0.34%
25,704
-2,085
48
$1.56M 0.33%
9,332
+161
49
$1.54M 0.32%
17,082
-441
50
$1.52M 0.32%
14,713
-356
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