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
$405M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.67M
3
+$4.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.11M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.27M

Top Sells

1
+$2.6M
2
+$1.17M
3
+$890K
4
MCD icon
McDonald's
MCD
+$867K
5
DIS icon
Walt Disney
DIS
+$762K

Sector Composition

1 Healthcare 7.13%
2 Financials 6.36%
3 Technology 5.36%
4 Communication Services 5.29%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.45%
7,368
-134
52
$1.79M 0.44%
34,998
-9,120
53
$1.77M 0.44%
29,400
+706
54
$1.63M 0.4%
26,531
-120
55
$1.6M 0.39%
32,134
-23,633
56
$1.59M 0.39%
9,199
+508
57
$1.58M 0.39%
+60,974
58
$1.51M 0.37%
21,072
-10,430
59
$1.48M 0.37%
2,848
+181
60
$1.44M 0.36%
9,435
-757
61
$1.36M 0.34%
30,751
+2,184
62
$1.35M 0.33%
23,893
+1,704
63
$1.32M 0.33%
62,861
+3,974
64
$1.3M 0.32%
5,893
-1,064
65
$1.27M 0.31%
30,207
+2,466
66
$1.27M 0.31%
13,681
+1,110
67
$1.25M 0.31%
12,967
-5,309
68
$1.25M 0.31%
17,832
+1,324
69
$1.25M 0.31%
19,267
+1,652
70
$1.22M 0.3%
10,624
+674
71
$1.2M 0.3%
32,073
+2,364
72
$1.17M 0.29%
22,197
-613
73
$1.16M 0.29%
12,954
+988
74
$1.15M 0.28%
21,452
+922
75
$1.14M 0.28%
42,886
+12,574
1 2
3
4 5