RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$5.8M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M

Top Sells

1
+$15.4M
2
+$6.87M
3
+$3.74M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.28M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M

Sector Composition

1 Technology 8.17%
2 Financials 3.36%
3 Consumer Discretionary 2.7%
4 Healthcare 2.69%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.73M 0.69%
290,237
-31,548
27
$7.41M 0.66%
64,116
-28,389
28
$7.41M 0.66%
28,043
-2,823
29
$7.2M 0.64%
83,710
-760
30
$6.82M 0.61%
151,830
+129,190
31
$5.8M 0.52%
24,183
+4,671
32
$5.49M 0.49%
117,362
-36,872
33
$5.08M 0.45%
7,216
-186
34
$5.04M 0.45%
8,598
-66
35
$4.99M 0.44%
34,465
+10,293
36
$4.93M 0.44%
189,019
-36,095
37
$4.92M 0.44%
28,536
-46
38
$4.83M 0.43%
8,967
+675
39
$4.66M 0.42%
48,122
+4,978
40
$4.49M 0.4%
31,025
+7,320
41
$4.41M 0.39%
23,117
-7,591
42
$4.19M 0.37%
18,361
-1,684
43
$4.02M 0.36%
9,943
+180
44
$3.87M 0.34%
8,541
-413
45
$3.76M 0.34%
7,241
-168
46
$3.69M 0.33%
162,680
-48,391
47
$3.56M 0.32%
6,079
-181
48
$3.47M 0.31%
9,385
-194
49
$3.05M 0.27%
20,473
+491
50
$3.04M 0.27%
13,821
+3,686
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