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
$433M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.98M
3
+$2.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.74M

Top Sells

1
+$1.63M
2
+$792K
3
+$571K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$527K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$483K

Sector Composition

1 Healthcare 5.58%
2 Financials 5.24%
3 Technology 4.36%
4 Consumer Discretionary 3.85%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.39%
33,402
-588
52
$1.69M 0.39%
17,282
-206
53
$1.6M 0.37%
6,099
-2,174
54
$1.44M 0.33%
33,373
+80
55
$1.44M 0.33%
19,106
-90
56
$1.44M 0.33%
66,363
-823
57
$1.41M 0.32%
27,059
-21
58
$1.32M 0.31%
84,486
-2,571
59
$1.28M 0.29%
82,676
+27,682
60
$1.27M 0.29%
11,811
-77
61
$1.24M 0.29%
9,249
+100
62
$1.2M 0.28%
3,076
+55
63
$1.2M 0.28%
29,264
+95
64
$1.19M 0.27%
58,120
-1,802
65
$1.14M 0.26%
10,653
+4,098
66
$1.14M 0.26%
12,474
-333
67
$1.14M 0.26%
64,310
-42
68
$1.01M 0.23%
22,320
-521
69
$1M 0.23%
12,275
+1,214
70
$1M 0.23%
4,034
-569
71
$980K 0.23%
33,064
+310
72
$978K 0.23%
21,335
-221
73
$973K 0.22%
33,368
+253
74
$971K 0.22%
9,490
+73
75
$945K 0.22%
12,948
-160
1 2
3
4 5