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
$542M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.68M
3
+$2.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.76M

Top Sells

1
+$610K
2
+$368K
3
+$365K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$348K
5
FULT icon
Fulton Financial
FULT
+$344K

Sector Composition

1 Financials 4.85%
2 Healthcare 4.81%
3 Technology 4.34%
4 Consumer Discretionary 3.64%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.33%
9,266
-308
52
$1.75M 0.32%
6,526
-145
53
$1.73M 0.32%
24,671
-541
54
$1.66M 0.31%
65,620
-719
55
$1.61M 0.3%
18,690
-283
56
$1.6M 0.29%
63,015
-1,081
57
$1.55M 0.29%
9,946
-974
58
$1.54M 0.28%
12,216
-43
59
$1.53M 0.28%
31,228
-2,304
60
$1.44M 0.27%
3,064
+37
61
$1.42M 0.26%
10,570
-675
62
$1.39M 0.26%
29,035
-112
63
$1.38M 0.25%
56,309
+2,876
64
$1.31M 0.24%
33,392
-23
65
$1.28M 0.24%
12,708
+192
66
$1.26M 0.23%
9,518
+51
67
$1.22M 0.22%
26,881
-1,199
68
$1.2M 0.22%
57,677
+742
69
$1.19M 0.22%
33,681
+365
70
$1.15M 0.21%
18,242
+169
71
$1.13M 0.21%
21,538
+365
72
$1.1M 0.2%
22,073
+118
73
$1.08M 0.2%
61,191
-20,796
74
$1.02M 0.19%
13,166
+278
75
$996K 0.18%
60,859
-21,012
1 2
3
4 5