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
$842M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.79M
3
+$1.37M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$941K
5
MBB icon
iShares MBS ETF
MBB
+$918K

Top Sells

1
+$1.47M
2
+$1.07M
3
+$361K
4
TMO icon
Thermo Fisher Scientific
TMO
+$318K
5
META icon
Meta Platforms (Facebook)
META
+$302K

Sector Composition

1 Technology 5.81%
2 Healthcare 4.48%
3 Financials 3.44%
4 Consumer Discretionary 3%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.28%
5,455
+26
52
$2.22M 0.26%
10,991
-65
53
$2.22M 0.26%
16,208
+146
54
$2.15M 0.26%
34,527
+752
55
$1.98M 0.24%
11,410
+48
56
$1.96M 0.23%
8,486
+31
57
$1.94M 0.23%
8,734
-89
58
$1.94M 0.23%
25,365
+342
59
$1.88M 0.22%
39,783
+845
60
$1.86M 0.22%
4,481
-152
61
$1.77M 0.21%
30,250
-25,098
62
$1.75M 0.21%
5,987
+129
63
$1.64M 0.2%
6,656
+90
64
$1.58M 0.19%
54,076
+2,111
65
$1.53M 0.18%
12,638
+204
66
$1.51M 0.18%
13,961
+209
67
$1.47M 0.17%
6,270
+67
68
$1.39M 0.17%
14,959
+445
69
$1.35M 0.16%
6,992
-87
70
$1.32M 0.16%
20,834
-54
71
$1.32M 0.16%
14,851
+178
72
$1.32M 0.16%
23,470
+322
73
$1.3M 0.16%
15,301
+41
74
$1.27M 0.15%
2,524
-277
75
$1.22M 0.14%
14,646
+25
1 2
3
4 5