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
$423M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$4.45M
3
+$3.33M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.94M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.35M

Top Sells

1
+$1.47M
2
+$833K
3
+$695K
4
LMT icon
Lockheed Martin
LMT
+$643K
5
TMO icon
Thermo Fisher Scientific
TMO
+$579K

Sector Composition

1 Financials 6.19%
2 Healthcare 6.15%
3 Technology 4.96%
4 Communication Services 4.45%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.42%
31,601
-1,723
52
$1.71M 0.4%
104,586
-5,964
53
$1.64M 0.39%
9,461
+262
54
$1.63M 0.38%
31,277
-857
55
$1.62M 0.38%
2,980
+132
56
$1.61M 0.38%
12,511
+210
57
$1.59M 0.38%
31,084
+8,887
58
$1.58M 0.37%
34,008
+1,935
59
$1.47M 0.35%
13,953
+272
60
$1.39M 0.33%
9,135
-300
61
$1.38M 0.33%
63,260
+399
62
$1.38M 0.33%
19,098
+1,266
63
$1.37M 0.32%
24,346
+453
64
$1.36M 0.32%
32,256
+2,049
65
$1.34M 0.32%
19,797
+530
66
$1.32M 0.31%
32,641
+1,890
67
$1.25M 0.3%
28,525
-6,473
68
$1.22M 0.29%
13,777
-7,824
69
$1.18M 0.28%
11,215
+3,144
70
$1.17M 0.28%
11,278
+654
71
$1.15M 0.27%
13,487
+533
72
$1.15M 0.27%
22,607
+1,155
73
$1.14M 0.27%
5,307
-586
74
$1.07M 0.25%
28,707
+2,756
75
$1.07M 0.25%
10,192
+1,055
1 2
3
4 5