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
$315M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.31M
3
+$4.94M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.03M

Top Sells

1
+$3M
2
+$2.24M
3
+$1.11M
4
HSIC icon
Henry Schein
HSIC
+$1.09M
5
ADP icon
Automatic Data Processing
ADP
+$1.06M

Sector Composition

1 Healthcare 11.05%
2 Communication Services 7.46%
3 Technology 7.25%
4 Financials 7.24%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.45%
19,554
-2,147
52
$1.41M 0.45%
+6,348
53
$1.37M 0.43%
13,552
-1,508
54
$1.31M 0.42%
23,597
+5,970
55
$1.27M 0.4%
+24,629
56
$1.27M 0.4%
13,935
+6,173
57
$1.21M 0.38%
27,108
-4,657
58
$1.19M 0.38%
37,809
-407
59
$1.17M 0.37%
9,046
+299
60
$1.17M 0.37%
6,327
-576
61
$1.13M 0.36%
35,247
-233
62
$1.12M 0.35%
22,202
-1,943
63
$1.1M 0.35%
11,815
-2,291
64
$1.09M 0.35%
20,802
+10,681
65
$991K 0.31%
25,164
+7,449
66
$983K 0.31%
18,554
+7,576
67
$963K 0.31%
2,255
+625
68
$962K 0.31%
50,639
-655
69
$954K 0.3%
8,261
+2,072
70
$915K 0.29%
23,823
+7,271
71
$913K 0.29%
13,796
+4,331
72
$905K 0.29%
9,894
+4,012
73
$892K 0.28%
19,635
+6,171
74
$880K 0.28%
10,865
-1,739
75
$880K 0.28%
6,424
+1,974
1 2
3
4 5