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
$628M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.4M
3
+$1.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$989K

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.01M
4
UAA icon
Under Armour
UAA
+$588K
5
MCD icon
McDonald's
MCD
+$292K

Sector Composition

1 Technology 4.78%
2 Healthcare 4.71%
3 Consumer Discretionary 3.67%
4 Financials 3.6%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.18M 1.14%
48,198
+605
27
$6M 0.96%
16,906
-1
28
$5.46M 0.87%
48,516
-1,674
29
$5.3M 0.84%
42,750
-113
30
$5.24M 0.83%
26,600
-162
31
$5.05M 0.8%
290,340
-16,416
32
$4.9M 0.78%
167,010
+4,404
33
$4.06M 0.65%
10,267
-213
34
$3.92M 0.62%
139,618
-1,748
35
$3.54M 0.56%
266,910
+2,928
36
$3.41M 0.54%
58,937
+5,723
37
$3.39M 0.54%
97,606
-220
38
$3.08M 0.49%
24,565
-212
39
$3.01M 0.48%
8,980
40
$2.64M 0.42%
12,032
-1,332
41
$2.62M 0.42%
18,850
-851
42
$2.52M 0.4%
9,608
+514
43
$2.16M 0.34%
35,857
-31
44
$2.15M 0.34%
29,823
-1,941
45
$2.14M 0.34%
56,128
+1,233
46
$2.11M 0.34%
26,438
-124
47
$2.05M 0.33%
9,627
-1,091
48
$1.88M 0.3%
6,112
+22
49
$1.82M 0.29%
27,460
-181
50
$1.75M 0.28%
12,634
+19
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2
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