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

Top Buys

1 +$4.1M
2 +$1.48M
3 +$696K
4
LMT icon
Lockheed Martin
LMT
+$632K
5
UAA icon
Under Armour
UAA
+$536K

Top Sells

1 +$5.38M
2 +$1.58M
3 +$808K
4
COP icon
ConocoPhillips
COP
+$471K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$422K

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