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
$788M
AUM Growth
-$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.06M
3
+$972K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$918K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$824K

Top Sells

1
+$1.86M
2
+$649K
3
+$613K
4
ANVS icon
Annovis Bio
ANVS
+$428K
5
META icon
Meta Platforms (Facebook)
META
+$407K

Sector Composition

1 Technology 5.34%
2 Healthcare 4.24%
3 Financials 3.74%
4 Communication Services 3.05%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.3M 0.93%
45,175
-4,016
27
$7.04M 0.89%
15,658
-489
28
$6.6M 0.84%
38,993
-182
29
$6.34M 0.81%
281,874
-3,870
30
$6.09M 0.77%
41,913
-128
31
$4.81M 0.61%
24,537
-1,079
32
$4.74M 0.6%
166,986
-5,592
33
$4.37M 0.55%
90,980
-2,606
34
$4.27M 0.54%
75,873
+6,396
35
$4.17M 0.53%
153,682
+8,704
36
$4.06M 0.52%
234,432
-9,462
37
$3.95M 0.5%
8,857
-100
38
$3.81M 0.48%
8,870
39
$3.35M 0.42%
23,036
-141
40
$3.25M 0.41%
55,348
+253
41
$3.06M 0.39%
26,255
-453
42
$2.97M 0.38%
8,740
-1,200
43
$2.69M 0.34%
23,781
-53
44
$2.68M 0.34%
7,644
-67
45
$2.64M 0.34%
16,141
-23
46
$2.54M 0.32%
10,537
-263
47
$2.47M 0.31%
13,216
-126
48
$2.37M 0.3%
8,691
-254
49
$2.33M 0.3%
16,639
-151
50
$2.28M 0.29%
22,503
-696
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