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
$788M
AUM Growth
-$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.06M
3
+$972K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$918K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$824K

Top Sells

1
+$1.86M
2
+$649K
3
+$613K
4
ANVS icon
Annovis Bio
ANVS
+$428K
5
META icon
Meta Platforms (Facebook)
META
+$407K

Sector Composition

1 Technology 5.34%
2 Healthcare 4.24%
3 Financials 3.74%
4 Communication Services 3.05%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.27%
5,429
+86
52
$2.08M 0.26%
10,423
-419
53
$2M 0.25%
33,775
-598
54
$1.93M 0.25%
8,455
+9
55
$1.93M 0.25%
8,823
+6
56
$1.91M 0.24%
11,056
-210
57
$1.85M 0.23%
25,023
+215
58
$1.84M 0.23%
16,062
+210
59
$1.83M 0.23%
38,938
+725
60
$1.71M 0.22%
11,362
+119
61
$1.55M 0.2%
5,858
+89
62
$1.52M 0.19%
4,633
+160
63
$1.5M 0.19%
51,965
-1,024
64
$1.45M 0.18%
13,752
+167
65
$1.38M 0.17%
23,148
+142
66
$1.36M 0.17%
6,566
+83
67
$1.32M 0.17%
20,888
-292
68
$1.26M 0.16%
6,203
+38
69
$1.25M 0.16%
12,434
+30
70
$1.21M 0.15%
15,260
+846
71
$1.2M 0.15%
7,079
+13
72
$1.19M 0.15%
8,981
+162
73
$1.18M 0.15%
14,673
+446
74
$1.14M 0.15%
14,621
+312
75
$1.1M 0.14%
3,185
-274
1 2
3
4 5