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
$216K
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.06K
2
+$3.93K
3
+$3.92K
4
LMT icon
Lockheed Martin
LMT
+$1.33K
5
MAA icon
Mid-America Apartment Communities
MAA
+$554

Top Sells

1
+$5.67M
2
+$4.38M
3
+$239K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$216K
5
IBM icon
IBM
IBM
+$214K

Sector Composition

1 Financials 32.29%
2 Healthcare 16.15%
3 Communication Services 9.67%
4 Consumer Discretionary 9.08%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252 0.12%
+1,687
52
$224 0.1%
1,992
-60
53
– –
-177,680
54
– –
-1,543
55
– –
-1,120
56
– –
-1,950
57
– –
-152,919
1 2
3