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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$8.25M
3 +$7.13M
4
UNP icon
Union Pacific
UNP
+$6.52M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.16%
2 Industrials 13%
3 Consumer Discretionary 11.07%
4 Financials 9.3%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$302K 0.23%
+6,550
52
$266K 0.2%
+2,194
53
$256K 0.19%
+5,389
54
$251K 0.19%
+3,115
55
$240K 0.18%
+2,059
56
$239K 0.18%
+21,008
57
$234K 0.18%
+2,862
58
$227K 0.17%
+2,084
59
$210K 0.16%
+1,410