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
$1.06B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$6.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.11M

Top Sells

1
+$34.3M
2
+$14.9M
3
+$8.47M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.15M
5
AMT icon
American Tower
AMT
+$1.18M

Sector Composition

1 Technology 7.88%
2 Financials 3.68%
3 Consumer Staples 2.86%
4 Healthcare 2.76%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.16M 0.67%
259,626
-30,611
27
$7.11M 0.67%
27,475
-568
28
$6.31M 0.59%
67,937
-10,377
29
$6.24M 0.59%
25,456
+1,273
30
$5.79M 0.55%
83,335
-375
31
$5.43M 0.51%
45,939
-18,177
32
$5.06M 0.48%
51,146
+3,024
33
$4.94M 0.47%
8,837
+239
34
$4.9M 0.46%
29,264
-5,201
35
$4.67M 0.44%
98,290
-19,072
36
$4.59M 0.43%
27,680
-3,345
37
$4.57M 0.43%
8,589
+48
38
$4.51M 0.43%
169,813
-19,206
39
$4.47M 0.42%
7,126
-90
40
$4.29M 0.4%
18,139
-222
41
$4.21M 0.4%
7,140
-101
42
$4.16M 0.39%
8,096
-871
43
$4.07M 0.38%
29,084
+548
44
$3.77M 0.36%
19,783
-3,334
45
$3.53M 0.33%
20,463
-10
46
$3.49M 0.33%
14,031
+210
47
$3.38M 0.32%
19,809
+1,973
48
$3.35M 0.32%
15,991
+336
49
$3.31M 0.31%
5,751
-328
50
$3.17M 0.3%
9,422
+37
1
2
3 4 5