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

Top Buys

1
+$6.72M
2
+$3.63M
3
+$1.33M
4
UAA icon
Under Armour
UAA
+$539K
5
MAA icon
Mid-America Apartment Communities
MAA
+$530K

Top Sells

1
+$5.67M
2
+$4.86M
3
+$4.38M
4
CELG
Celgene Corp
CELG
+$3.56M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.46M

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