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
$583M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$5.16M
3
+$3.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.18M
5
MBB icon
iShares MBS ETF
MBB
+$1.65M

Top Sells

1
+$2.19M
2
+$1.26M
3
+$1.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$745K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$474K

Sector Composition

1 Technology 4.93%
2 Healthcare 4.5%
3 Financials 3.65%
4 Consumer Discretionary 3.27%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.28%
14,480
-233
52
$1.66M 0.28%
17,593
+511
53
$1.58M 0.27%
+27,944
54
$1.58M 0.27%
27,641
+1,086
55
$1.56M 0.27%
17,019
+560
56
$1.56M 0.27%
68,247
+2,624
57
$1.55M 0.27%
4,259
-155
58
$1.43M 0.24%
+5,513
59
$1.37M 0.24%
9,216
+322
60
$1.33M 0.23%
58,527
+3,769
61
$1.32M 0.23%
29,579
-247
62
$1.28M 0.22%
14,410
+3,241
63
$1.27M 0.22%
25,931
-7,229
64
$1.2M 0.21%
8,351
-86
65
$1.16M 0.2%
6,659
+174
66
$1.04M 0.18%
17,827
-2,028
67
$1.01M 0.17%
58,096
+2,880
68
$965K 0.17%
7,441
+13
69
$965K 0.17%
3,272
-49
70
$948K 0.16%
13,614
+792
71
$910K 0.16%
36,048
+3,227
72
$863K 0.15%
50,028
+45
73
$853K 0.15%
6,589
+422
74
$821K 0.14%
4,064
+4
75
$816K 0.14%
12,218
1 2
3
4 5