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
$583M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$5.16M
3
+$3.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.18M
5
MBB icon
iShares MBS ETF
MBB
+$1.65M

Top Sells

1
+$2.19M
2
+$1.26M
3
+$1.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$745K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$474K

Sector Composition

1 Technology 4.93%
2 Healthcare 4.5%
3 Financials 3.65%
4 Consumer Discretionary 3.27%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.17M 1.06%
67,712
+620
27
$5.43M 0.93%
50,190
+414
28
$5.13M 0.88%
16,907
-92
29
$5.12M 0.88%
306,756
-28,368
30
$4.78M 0.82%
42,863
+302
31
$4.78M 0.82%
162,606
-3,334
32
$4.53M 0.78%
26,762
-427
33
$4.07M 0.7%
10,480
-203
34
$3.98M 0.68%
141,366
-2,212
35
$3.23M 0.55%
263,982
+16,356
36
$3.2M 0.55%
97,826
+378
37
$3.08M 0.53%
53,214
+985
38
$2.83M 0.49%
31,764
+354
39
$2.77M 0.47%
8,980
40
$2.46M 0.42%
13,364
-302
41
$2.43M 0.42%
24,777
-77
42
$2.36M 0.4%
19,701
+363
43
$2.11M 0.36%
35,888
+1,054
44
$2.1M 0.36%
14,106
-295
45
$2.06M 0.35%
9,094
-238
46
$2.06M 0.35%
54,895
+1,414
47
$1.91M 0.33%
10,718
-333
48
$1.84M 0.31%
26,562
+858
49
$1.73M 0.3%
6,090
+676
50
$1.67M 0.29%
12,615
-2
1
2
3 4 5