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
$143M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$3.64M
3
+$1.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$713K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$657K

Top Sells

1
+$7.52M
2
+$2.76M
3
+$952K
4
AFL icon
Aflac
AFL
+$332K
5
CMI icon
Cummins
CMI
+$218K

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
– –
-10,670
62
– –
-1,410
63
– –
-121,820
64
– –
-32,735
65
– –
-6,355
1 2
3