RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.97M
3
+$1.91M
4
DHR icon
Danaher
DHR
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.79M

Top Sells

1
+$271K
2
+$251K
3
+$242K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$222K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$204K

Sector Composition

1 Technology 5.96%
2 Healthcare 4.68%
3 Financials 3.87%
4 Consumer Discretionary 2.79%
5 Communication Services 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.71M 1.05%
24,363
-27
27
$8.37M 1.01%
47,223
+1,971
28
$6.6M 0.79%
277,488
+717
29
$6.52M 0.78%
23,853
-192
30
$6.38M 0.77%
40,958
-820
31
$5.38M 0.65%
39,246
+679
32
$4.97M 0.6%
89,440
-798
33
$4.78M 0.57%
92,145
+8,401
34
$4.43M 0.53%
166,538
-3,010
35
$4.17M 0.5%
234,555
-4,479
36
$4.02M 0.48%
8,894
+58
37
$3.98M 0.48%
8,430
-74
38
$3.91M 0.47%
154,552
+98
39
$3.9M 0.47%
23,925
+1,137
40
$3.19M 0.38%
25,136
-546
41
$3.15M 0.38%
8,911
+46
42
$3.04M 0.36%
22,561
-198
43
$2.83M 0.34%
7,958
+330
44
$2.81M 0.34%
18,377
+1,409
45
$2.79M 0.34%
23,701
-66
46
$2.6M 0.31%
12,640
+3,906
47
$2.59M 0.31%
12,363
-137
48
$2.58M 0.31%
35,254
+727
49
$2.57M 0.31%
23,985
+16,715
50
$2.52M 0.3%
6,077
+622
1
2
3 4 5