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
$925M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.53M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.46M

Top Sells

1
+$3.85M
2
+$2.25M
3
+$1.72M
4
CFG icon
Citizens Financial Group
CFG
+$1.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$780K

Sector Composition

1 Technology 6.8%
2 Healthcare 3.35%
3 Financials 3.31%
4 Consumer Discretionary 2.68%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.87M 0.85%
33,841
-118
27
$7.73M 0.84%
74,698
-394
28
$7.69M 0.83%
155,340
+9,800
29
$7.09M 0.77%
147,360
+21,449
30
$6.79M 0.73%
39,028
-1,322
31
$6.01M 0.65%
257,223
-8,250
32
$5.18M 0.56%
21,106
-411
33
$4.59M 0.5%
46,239
+368
34
$4.35M 0.47%
234,261
-3,228
35
$4.15M 0.45%
7,621
-136
36
$4.15M 0.45%
7,234
+112
37
$4.06M 0.44%
8,540
+296
38
$3.74M 0.4%
23,883
+482
39
$3.61M 0.39%
10,129
+1,240
40
$3.55M 0.38%
8,125
-25
41
$3.52M 0.38%
141,470
-15,062
42
$3.51M 0.38%
23,506
+343
43
$3.37M 0.36%
19,812
+1,673
44
$3.34M 0.36%
25,536
+1,156
45
$3.1M 0.34%
133,044
+402
46
$3.06M 0.33%
10,329
-779
47
$2.66M 0.29%
13,264
-348
48
$2.62M 0.28%
17,863
-445
49
$2.45M 0.27%
10,052
-188
50
$2.42M 0.26%
11,474
-2,079
1
2
3 4 5