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
$748M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$4.74M
3
+$1.88M
4
MBB icon
iShares MBS ETF
MBB
+$1.69M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M

Top Sells

1
+$8.96M
2
+$3.94M
3
+$1.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.06M
5
LHX icon
L3Harris
LHX
+$1.02M

Sector Composition

1 Technology 5.46%
2 Healthcare 4.57%
3 Financials 3.77%
4 Industrials 2.29%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.92M 0.92%
118,206
-384
27
$6.6M 0.88%
78,551
-172
28
$6.05M 0.81%
274,965
+135
29
$6M 0.8%
88,688
-636
30
$5.86M 0.78%
40,407
+433
31
$5.13M 0.69%
110,734
+1,958
32
$5M 0.67%
24,141
-2
33
$4.23M 0.57%
23,545
-437
34
$3.91M 0.52%
159,010
-4,088
35
$3.73M 0.5%
38,456
+1,032
36
$3.55M 0.47%
8,217
-81
37
$3.43M 0.46%
229,659
-6,501
38
$3.4M 0.45%
8,894
39
$3.03M 0.4%
132,552
-17,764
40
$2.79M 0.37%
18,380
-273
41
$2.7M 0.36%
7,608
-38
42
$2.66M 0.36%
8,619
-165
43
$2.65M 0.35%
22,679
+55
44
$2.59M 0.35%
9,839
+48
45
$2.59M 0.35%
35,959
+123
46
$2.58M 0.35%
12,410
-4,893
47
$2.56M 0.34%
7,272
+895
48
$2.49M 0.33%
18,580
-4
49
$2.46M 0.33%
14,101
-775
50
$2.44M 0.33%
10,219
-61
1
2
3 4 5