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
$746M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.5M
3
+$1.29M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$789K

Top Sells

1
+$2.17M
2
+$1.11M
3
+$1.11M
4
LAMR icon
Lamar Advertising Co
LAMR
+$1.02M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$762K

Sector Composition

1 Technology 4.86%
2 Healthcare 4.05%
3 Financials 3.76%
4 Communication Services 3.13%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.54M 1.01%
45,898
-1,850
27
$7.32M 0.98%
39,684
-2,342
28
$6.14M 0.82%
43,475
-1,540
29
$5.73M 0.77%
16,249
-575
30
$5.72M 0.77%
25,965
-236
31
$5.72M 0.77%
262,977
-16,893
32
$4.78M 0.64%
169,446
+3,150
33
$4.13M 0.55%
255,972
-8,040
34
$3.89M 0.52%
144,088
+4,532
35
$3.68M 0.49%
9,113
-748
36
$3.44M 0.46%
62,074
+1,927
37
$3.23M 0.43%
8,155
38
$3.2M 0.43%
94,908
-1,700
39
$3.17M 0.43%
54,444
-465
40
$3.12M 0.42%
23,477
-844
41
$2.85M 0.38%
9,675
-7,372
42
$2.68M 0.36%
8,131
-752
43
$2.51M 0.34%
23,948
-3,386
44
$2.42M 0.32%
15,925
-665
45
$2.4M 0.32%
10,684
-1,115
46
$2.33M 0.31%
9,099
-344
47
$2.27M 0.3%
16,792
-1,983
48
$2.11M 0.28%
33,409
-2,300
49
$2.11M 0.28%
11,185
-634
50
$2.04M 0.27%
27,438
-824
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