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
$1.01B
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.97M
3
+$2.34M
4
NVO icon
Novo Nordisk
NVO
+$1.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.24M

Top Sells

1
+$3.03M
2
+$1.86M
3
+$1.33M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.12M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$715K

Sector Composition

1 Technology 7.02%
2 Healthcare 3.38%
3 Financials 3.28%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.29M 0.92%
15,989
-249
27
$8.88M 0.88%
351,685
-19,870
28
$8.48M 0.84%
33,932
+91
29
$7.21M 0.71%
151,936
+4,576
30
$6.36M 0.63%
251,169
-6,054
31
$6.17M 0.61%
33,054
-5,974
32
$5.28M 0.52%
7,321
+87
33
$5.11M 0.51%
20,794
-312
34
$4.69M 0.46%
230,223
-4,038
35
$4.46M 0.44%
8,520
-20
36
$4.29M 0.43%
7,657
+36
37
$4.13M 0.41%
42,134
-4,105
38
$4.02M 0.4%
8,362
+237
39
$3.96M 0.39%
19,770
-42
40
$3.69M 0.37%
23,341
-542
41
$3.68M 0.36%
23,317
-189
42
$3.66M 0.36%
8,710
-1,419
43
$3.53M 0.35%
26,880
+1,344
44
$3.51M 0.35%
143,066
+1,596
45
$3.12M 0.31%
135,604
+2,560
46
$3.03M 0.3%
6,250
+395
47
$2.98M 0.29%
9,915
-137
48
$2.96M 0.29%
10,513
+184
49
$2.87M 0.28%
17,662
-201
50
$2.77M 0.27%
13,171
-93
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