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
$159M
AUM Growth
-$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.55M
3
+$722K
4
LMT icon
Lockheed Martin
LMT
+$620K
5
UAA icon
Under Armour
UAA
+$527K

Top Sells

1
+$5.38M
2
+$1.69M
3
+$863K
4
COP icon
ConocoPhillips
COP
+$500K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$451K

Sector Composition

1 Healthcare 20.06%
2 Communication Services 11.54%
3 Financials 11%
4 Technology 10.32%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.14%
1,120
+8
52
$214K 0.13%
1,543
53
– –
-77,076
1 2
3