RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$3.51M
3
+$1.17M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$717K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$647K

Top Sells

1
+$7.52M
2
+$2.76M
3
+$952K
4
AFL icon
Aflac
AFL
+$332K
5
WYNN icon
Wynn Resorts
WYNN
+$222K

Sector Composition

1 Healthcare 20.79%
2 Industrials 13.5%
3 Financials 10.27%
4 Energy 8.63%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.21%
6,550
52
$280K 0.2%
+21,798
53
$277K 0.19%
5,541
54
$273K 0.19%
7,350
55
$270K 0.19%
2,194
56
$265K 0.19%
2,084
57
$255K 0.18%
3,063
+1
58
$226K 0.16%
+2,695
59
$212K 0.15%
+2,835
60
$201K 0.14%
+2,610
61
– –
-121,820
62
– –
-32,735
63
– –
-6,355
64
– –
-10,670
65
– –
-1,410
1 2
3