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
$1.11B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.56M
3
+$2.3M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.21M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.02M

Top Sells

1
+$4.33M
2
+$1.46M
3
+$1.37M
4
TFC icon
Truist Financial
TFC
+$1.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.21M

Sector Composition

1 Technology 7.67%
2 Healthcare 3.16%
3 Financials 3.09%
4 Consumer Discretionary 2.53%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.36M 0.85%
84,814
-1,232
27
$9.36M 0.85%
15,136
-155
28
$8.14M 0.74%
30,866
-1,758
29
$7.58M 0.69%
154,234
-2,424
30
$6.05M 0.55%
30,708
-1,324
31
$6.03M 0.55%
225,114
-13,854
32
$5.99M 0.54%
7,402
-68
33
$4.97M 0.45%
8,664
+1
34
$4.94M 0.45%
20,045
-16
35
$4.68M 0.42%
211,071
-30,525
36
$4.38M 0.4%
28,582
+540
37
$4.38M 0.4%
8,292
+126
38
$4.37M 0.4%
43,144
+2,901
39
$4.12M 0.37%
7,409
-113
40
$4.12M 0.37%
8,954
+242
41
$4.11M 0.37%
19,512
+207
42
$3.84M 0.35%
23,705
-1
43
$3.72M 0.34%
9,579
-284
44
$3.58M 0.32%
6,260
+185
45
$3.56M 0.32%
24,172
+534
46
$3.52M 0.32%
139,150
-3,252
47
$3.21M 0.29%
19,982
+441
48
$3.1M 0.28%
130,434
-6,366
49
$3.08M 0.28%
10,105
-137
50
$3.04M 0.28%
15,411
+7,899
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