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
$794M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.67M
3
+$1.24M
4
MBB icon
iShares MBS ETF
MBB
+$1.03M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$829K

Top Sells

1
+$1.29M
2
+$816K
3
+$703K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$682K
5
VUG icon
Vanguard Growth ETF
VUG
+$671K

Sector Composition

1 Technology 5.5%
2 Healthcare 4.37%
3 Financials 3.7%
4 Consumer Discretionary 3.11%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.28%
13,342
-40
52
$2.15M 0.27%
10,842
-343
53
$2.1M 0.26%
5,343
+14
54
$2.08M 0.26%
11,266
-313
55
$2.04M 0.26%
8,446
-5
56
$2.02M 0.25%
8,817
-4
57
$1.88M 0.24%
15,852
-77
58
$1.75M 0.22%
38,213
-354
59
$1.67M 0.21%
11,243
+63
60
$1.66M 0.21%
24,808
-179
61
$1.6M 0.2%
52,989
-1,865
62
$1.56M 0.2%
5,769
+92
63
$1.45M 0.18%
6,483
-50
64
$1.45M 0.18%
12,404
-281
65
$1.43M 0.18%
4,473
-96
66
$1.39M 0.18%
13,585
+72
67
$1.39M 0.18%
21,180
-753
68
$1.34M 0.17%
6,165
-118
69
$1.31M 0.17%
23,006
+309
70
$1.31M 0.16%
3,459
-7
71
$1.24M 0.16%
+8,819
72
$1.23M 0.16%
7,066
+70
73
$1.19M 0.15%
13,975
-196
74
$1.19M 0.15%
14,227
+339
75
$1.19M 0.15%
2,958
-209
1 2
3
4 5