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
$198M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$484K
3
+$411K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$389K
5
AAPL icon
Apple
AAPL
+$388K

Top Sells

1
+$1.35M
2
+$1.06M
3
+$853K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$533K
5
FLXS icon
Flexsteel Industries
FLXS
+$513K

Sector Composition

1 Healthcare 19.15%
2 Consumer Discretionary 13.35%
3 Communication Services 12.04%
4 Technology 11.17%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.36%
16,372
+8,928
52
$706K 0.36%
7,390
+731
53
$704K 0.35%
6,471
+278
54
$697K 0.35%
3,222
-266
55
$686K 0.35%
78,678
+1,824
56
$622K 0.31%
8,392
57
$542K 0.27%
13,909
-145
58
$518K 0.26%
4,460
59
$405K 0.2%
7,510
+2,014
60
$360K 0.18%
+6,091
61
$314K 0.16%
26,742
-2,407
62
$304K 0.15%
1,823
+53
63
$301K 0.15%
3,100
+100
64
$300K 0.15%
1,801
65
$285K 0.14%
1,840
-31
66
$280K 0.14%
18,784
-238
67
$276K 0.14%
+7,310
68
$272K 0.14%
4,057
+757
69
$237K 0.12%
+3,310
70
$232K 0.12%
2,028
+28
71
$229K 0.12%
+5,071
72
$228K 0.11%
2,739
73
$206K 0.1%
1,604
74
$191K 0.1%
+14,337
75
– –
-12,300
1 2
3
4