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
$443M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.01M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.48M

Top Sells

1
+$521K
2
+$456K
3
+$446K
4
AMZN icon
Amazon
AMZN
+$405K
5
TMO icon
Thermo Fisher Scientific
TMO
+$390K

Sector Composition

1 Financials 5.73%
2 Healthcare 5.52%
3 Technology 4.68%
4 Consumer Discretionary 4.51%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.39%
71,493
-1,259
52
$1.69M 0.38%
33,489
+2,212
53
$1.65M 0.37%
33,948
-60
54
$1.63M 0.37%
12,260
-251
55
$1.56M 0.35%
95,175
-9,411
56
$1.5M 0.34%
2,974
-6
57
$1.5M 0.34%
9,142
+7
58
$1.48M 0.33%
26,794
-1,480
59
$1.45M 0.33%
64,230
-49
60
$1.42M 0.32%
62,386
-874
61
$1.4M 0.32%
19,066
-32
62
$1.39M 0.31%
23,960
-386
63
$1.38M 0.31%
9,383
-78
64
$1.36M 0.31%
13,640
-313
65
$1.34M 0.3%
121,008
+62,958
66
$1.28M 0.29%
19,396
-401
67
$1.26M 0.28%
32,334
+78
68
$1.26M 0.28%
10,153
-39
69
$1.25M 0.28%
12,013
+798
70
$1.24M 0.28%
5,041
-266
71
$1.24M 0.28%
32,780
+139
72
$1.2M 0.27%
13,384
-103
73
$1.15M 0.26%
28,855
+148
74
$1.13M 0.25%
22,433
-174
75
$1.07M 0.24%
11,501
+223
1 2
3
4 5