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
$628M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.4M
3
+$1.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$989K

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.01M
4
UAA icon
Under Armour
UAA
+$588K
5
MCD icon
McDonald's
MCD
+$292K

Sector Composition

1 Technology 4.78%
2 Healthcare 4.71%
3 Consumer Discretionary 3.67%
4 Financials 3.6%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.27%
12,275
-1,831
52
$1.7M 0.27%
17,000
-19
53
$1.67M 0.27%
13,743
-667
54
$1.65M 0.26%
14,185
-295
55
$1.61M 0.26%
16,728
-865
56
$1.61M 0.26%
9,208
-8
57
$1.51M 0.24%
69,948
+1,701
58
$1.48M 0.23%
3,849
-410
59
$1.47M 0.23%
28,140
+196
60
$1.4M 0.22%
+8,921
61
$1.36M 0.22%
56,660
-1,867
62
$1.34M 0.21%
5,548
+35
63
$1.27M 0.2%
24,378
-1,553
64
$1.26M 0.2%
6,546
-113
65
$1.24M 0.2%
+4,464
66
$1.24M 0.2%
8,253
-98
67
$1.18M 0.19%
6,402
-187
68
$1.1M 0.17%
7,655
+214
69
$1.04M 0.17%
13,335
-279
70
$1.04M 0.17%
3,340
+68
71
$974K 0.16%
16,575
-1,252
72
$962K 0.15%
12,726
-150
73
$940K 0.15%
37,168
+1,120
74
$925K 0.15%
4,064
75
$922K 0.15%
49,992
-36
1 2
3
4 5