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
$478M
AUM Growth
-$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.96M
3
+$3.51M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.69M

Top Sells

1
+$560K
2
+$474K
3
+$410K
4
MO icon
Altria Group
MO
+$317K
5
CVX icon
Chevron
CVX
+$310K

Sector Composition

1 Healthcare 4.72%
2 Technology 4.69%
3 Financials 3.83%
4 Consumer Discretionary 2.97%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.32%
12,617
-976
52
$1.5M 0.31%
4,414
-285
53
$1.45M 0.3%
65,623
-686
54
$1.39M 0.29%
33,160
-3,258
55
$1.33M 0.28%
16,459
-1,027
56
$1.28M 0.27%
5,414
+27
57
$1.26M 0.26%
2,875
-98
58
$1.13M 0.24%
29,826
-2,178
59
$1.08M 0.23%
54,758
+2,545
60
$1.05M 0.22%
30,351
-1,583
61
$1M 0.21%
19,855
-2,956
62
$984K 0.21%
7,428
-3,097
63
$966K 0.2%
8,437
-1,180
64
$959K 0.2%
55,216
-1,552
65
$932K 0.2%
26,555
-1,267
66
$922K 0.19%
6,485
-11
67
$922K 0.19%
11,169
-459
68
$915K 0.19%
8,894
-300
69
$828K 0.17%
3,321
-74
70
$816K 0.17%
7,071
+644
71
$749K 0.16%
49,983
-9,690
72
$745K 0.16%
+5,782
73
$724K 0.15%
780
+25
74
$711K 0.15%
20,648
-403
75
$643K 0.13%
12,333
-245
1 2
3
4 5