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
$746M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.5M
3
+$1.29M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$789K

Top Sells

1
+$2.17M
2
+$1.11M
3
+$1.11M
4
LAMR icon
Lamar Advertising Co
LAMR
+$1.02M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$762K

Sector Composition

1 Technology 4.86%
2 Healthcare 4.05%
3 Financials 3.76%
4 Communication Services 3.13%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.27%
24,056
-1,441
52
$1.95M 0.26%
8,821
+672
53
$1.94M 0.26%
5,329
-672
54
$1.93M 0.26%
13,382
-557
55
$1.92M 0.26%
11,579
-1,472
56
$1.86M 0.25%
24,987
-1,487
57
$1.78M 0.24%
15,929
-827
58
$1.7M 0.23%
38,567
-100
59
$1.67M 0.22%
8,451
-380
60
$1.59M 0.21%
54,854
-1,501
61
$1.58M 0.21%
11,180
-459
62
$1.45M 0.19%
6,533
-84
63
$1.4M 0.19%
12,685
-481
64
$1.4M 0.19%
4,569
+34
65
$1.38M 0.19%
6,283
-118
66
$1.38M 0.18%
21,933
+884
67
$1.36M 0.18%
5,677
+21
68
$1.29M 0.17%
56,617
-1,955
69
$1.28M 0.17%
3,466
-270
70
$1.25M 0.17%
22,697
+128
71
$1.25M 0.17%
14,171
+355
72
$1.23M 0.16%
13,513
+156
73
$1.18M 0.16%
3,167
-209
74
$1.11M 0.15%
6,996
+3
75
$1.1M 0.15%
12,382
-195
1 2
3
4 5