RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1M
3
+$918K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$687K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$618K

Top Sells

1
+$1M
2
+$694K
3
+$564K
4
UAA icon
Under Armour
UAA
+$539K
5
NVO icon
Novo Nordisk
NVO
+$492K

Sector Composition

1 Healthcare 17.28%
2 Communication Services 11.05%
3 Technology 11.03%
4 Consumer Discretionary 10.67%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$892K 0.43%
47,467
-1,754
52
$883K 0.43%
18,350
-2,010
53
$779K 0.38%
7,445
+974
54
$737K 0.36%
16,476
+104
55
$714K 0.34%
3,195
-27
56
$713K 0.34%
78,948
+270
57
$683K 0.33%
6,605
-785
58
$671K 0.32%
4,291
-169
59
$611K 0.29%
+6,029
60
$603K 0.29%
10,324
+2,814
61
$549K 0.26%
8,392
62
$471K 0.23%
13,154
-755
63
$467K 0.23%
8,096
+2,005
64
$454K 0.22%
+5,297
65
$441K 0.21%
+6,899
66
$432K 0.21%
+13,125
67
$431K 0.21%
+3,562
68
$399K 0.19%
+18,516
69
$369K 0.18%
+12,124
70
$363K 0.18%
2,104
+264
71
$345K 0.17%
+6,600
72
$339K 0.16%
+3,931
73
$335K 0.16%
3,100
74
$312K 0.15%
+820
75
$304K 0.15%
+2,815
1 2
3
4 5