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
$558M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.29M
3
+$923K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$750K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$734K

Top Sells

1
+$1.88M
2
+$1.25M
3
+$819K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$784K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K

Sector Composition

1 Financials 4.88%
2 Healthcare 4.84%
3 Technology 4.52%
4 Communication Services 3.3%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.36%
15,069
-282
52
$1.96M 0.35%
66,309
-475
53
$1.88M 0.34%
9,171
+75
54
$1.86M 0.33%
13,593
-790
55
$1.83M 0.33%
4,699
-172
56
$1.62M 0.29%
17,486
-623
57
$1.59M 0.29%
9,617
+7
58
$1.59M 0.29%
5,387
+250
59
$1.55M 0.28%
10,525
-97
60
$1.55M 0.28%
11,628
-285
61
$1.53M 0.28%
31,934
-1,097
62
$1.53M 0.28%
9,194
-302
63
$1.52M 0.27%
22,811
-450
64
$1.49M 0.27%
2,973
-82
65
$1.45M 0.26%
27,822
-759
66
$1.35M 0.24%
33,293
-563
67
$1.35M 0.24%
52,213
+3,681
68
$1.25M 0.22%
21,051
-254
69
$1.21M 0.22%
56,168
-6,507
70
$1.18M 0.21%
12,578
-162
71
$1.17M 0.21%
67,336
+4,774
72
$1.17M 0.21%
56,768
-588
73
$1.17M 0.21%
6,496
-379
74
$1.15M 0.21%
59,673
-48
75
$1.09M 0.2%
12,220
+45
1 2
3
4 5