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
$249M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.55M
3
+$4.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.55M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.35M

Top Sells

1
+$1.06M
2
+$1M
3
+$984K
4
LMT icon
Lockheed Martin
LMT
+$969K
5
MCD icon
McDonald's
MCD
+$941K

Sector Composition

1 Healthcare 13.67%
2 Communication Services 9.61%
3 Technology 9.14%
4 Consumer Discretionary 8.48%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.42%
7,645
-558
52
$986K 0.4%
21,072
+4,596
53
$978K 0.39%
12,604
-2,860
54
$958K 0.39%
17,627
+7,303
55
$915K 0.37%
51,294
+3,827
56
$850K 0.34%
20,030
-5,909
57
$849K 0.34%
7,772
+1,167
58
$840K 0.34%
+7,435
59
$809K 0.33%
3,434
+239
60
$762K 0.31%
14,474
-3,876
61
$692K 0.28%
6,189
-1,256
62
$681K 0.27%
7,762
+3,831
63
$625K 0.25%
1,630
+810
64
$609K 0.25%
+13,460
65
$608K 0.24%
4,450
+2,471
66
$605K 0.24%
4,846
+2,556
67
$595K 0.24%
+13,705
68
$588K 0.24%
+4,593
69
$584K 0.24%
+599
70
$582K 0.23%
3,764
-527
71
$572K 0.23%
13,464
+7,591
72
$570K 0.23%
59,982
-18,966
73
$569K 0.23%
8,236
+4,580
74
$567K 0.23%
+11,870
75
$566K 0.23%
9,465
+5,163
1 2
3
4 5