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
$845M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.28M
3
+$1.67M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.64M
5
WMT icon
Walmart
WMT
+$1.06M

Top Sells

1
+$1.44M
2
+$1.18M
3
+$414K
4
FNB icon
FNB Corp
FNB
+$285K
5
MMC icon
Marsh & McLennan
MMC
+$285K

Sector Composition

1 Technology 6.93%
2 Healthcare 3.29%
3 Financials 3.01%
4 Consumer Discretionary 2.42%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.85M 0.93%
14,582
-253
27
$6.59M 0.78%
155,710
-2,870
28
$6.59M 0.78%
40,864
-566
29
$6.47M 0.77%
79,958
-1,218
30
$6.09M 0.72%
272,388
-5,832
31
$5.37M 0.64%
113,870
+3,862
32
$4.7M 0.56%
22,948
-433
33
$4.48M 0.53%
45,755
+2,376
34
$4.16M 0.49%
241,419
+2,799
35
$3.94M 0.47%
8,895
+1
36
$3.88M 0.46%
23,430
+47
37
$3.84M 0.45%
155,974
-1,440
38
$3.75M 0.44%
7,808
-150
39
$3.57M 0.42%
22,680
-162
40
$3.28M 0.39%
7,357
-44
41
$3.12M 0.37%
7,666
+385
42
$3.08M 0.36%
133,432
-42
43
$2.97M 0.35%
15,166
-626
44
$2.94M 0.35%
8,627
+436
45
$2.81M 0.33%
9,415
-310
46
$2.74M 0.32%
18,073
+22
47
$2.7M 0.32%
18,533
-62
48
$2.58M 0.31%
13,767
-188
49
$2.38M 0.28%
21,539
-466
50
$2.32M 0.28%
12,553
-219
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