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
$165M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.28M
3
+$1.27M
4
ADP icon
Automatic Data Processing
ADP
+$743K
5
AAPL icon
Apple
AAPL
+$731K

Top Sells

1
+$1.1M
2
+$1.05M
3
+$432K
4
MCD icon
McDonald's
MCD
+$429K
5
JNJ icon
Johnson & Johnson
JNJ
+$291K

Sector Composition

1 Healthcare 21.29%
2 Industrials 12.95%
3 Financials 10.69%
4 Technology 10.19%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.17%
1,374
+74
52
$276K 0.17%
1,796
-133
53
$265K 0.16%
1,954
54
– –
-2,695
55
– –
-3,064
56
– –
-12,780
57
– –
-12,114
58
– –
-7,195
1 2
3