RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.97M
3
+$1.91M
4
DHR icon
Danaher
DHR
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.79M

Top Sells

1
+$271K
2
+$251K
3
+$242K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$222K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$204K

Sector Composition

1 Technology 5.96%
2 Healthcare 4.68%
3 Financials 3.87%
4 Consumer Discretionary 2.79%
5 Communication Services 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.29%
9,780
-45
52
$2.38M 0.29%
17,444
+1,284
53
$2.34M 0.28%
10,270
-30
54
$2.2M 0.26%
16,631
+423
55
$2.04M 0.25%
12,186
+776
56
$1.98M 0.24%
34,919
+4,669
57
$1.98M 0.24%
25,761
+396
58
$1.89M 0.23%
8,902
+416
59
$1.84M 0.22%
15,436
+585
60
$1.81M 0.22%
39,906
+123
61
$1.81M 0.22%
+6,954
62
$1.68M 0.2%
14,227
+266
63
$1.67M 0.2%
10,910
-81
64
$1.65M 0.2%
7,620
+628
65
$1.55M 0.19%
6,160
+173
66
$1.49M 0.18%
4,993
+512
67
$1.47M 0.18%
6,622
-1,221
68
$1.47M 0.18%
+54,896
69
$1.44M 0.17%
12,863
+225
70
$1.43M 0.17%
52,097
-1,979
71
$1.42M 0.17%
6,787
+131
72
$1.35M 0.16%
17,304
+2,345
73
$1.3M 0.16%
47,720
+18,800
74
$1.27M 0.15%
21,345
+511
75
$1.27M 0.15%
23,918
+448
1 2
3
4 5