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
$471M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.45M
3
+$1.63M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.5M
5
LAMR icon
Lamar Advertising Co
LAMR
+$1.42M

Top Sells

1
+$1.01M
2
+$742K
3
+$648K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$370K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$285K

Sector Composition

1 Healthcare 5.74%
2 Financials 5.62%
3 Technology 4.88%
4 Consumer Discretionary 4.39%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.41%
35,319
-984
52
$1.88M 0.4%
22,654
-1,342
53
$1.78M 0.38%
152,388
+31,380
54
$1.7M 0.36%
67,186
-4,307
55
$1.68M 0.36%
27,080
+286
56
$1.62M 0.34%
33,293
-196
57
$1.54M 0.33%
11,888
-372
58
$1.54M 0.33%
59,922
-2,464
59
$1.54M 0.33%
9,417
+34
60
$1.54M 0.33%
9,149
+7
61
$1.54M 0.33%
87,057
-8,118
62
$1.43M 0.3%
19,196
+130
63
$1.42M 0.3%
+18,220
64
$1.41M 0.3%
3,021
+47
65
$1.36M 0.29%
64,352
+122
66
$1.32M 0.28%
10,248
+95
67
$1.31M 0.28%
12,807
-577
68
$1.27M 0.27%
32,754
+420
69
$1.25M 0.27%
13,108
-532
70
$1.24M 0.26%
18,607
-789
71
$1.23M 0.26%
4,603
-438
72
$1.22M 0.26%
33,115
+335
73
$1.21M 0.26%
22,841
-1,119
74
$1.2M 0.25%
29,169
+314
75
$1.14M 0.24%
21,556
-877
1 2
3
4 5