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
$694M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$2.16M
3
+$1.81M
4
MBB icon
iShares MBS ETF
MBB
+$811K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$780K

Top Sells

1
+$1.68M
2
+$1.65M
3
+$311K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$265K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$245K

Sector Composition

1 Technology 5.75%
2 Healthcare 4.42%
3 Financials 3.7%
4 Consumer Discretionary 2.46%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.3%
7,646
-159
52
$1.94M 0.28%
18,584
+829
53
$1.91M 0.27%
12,307
-85
54
$1.88M 0.27%
22,624
-69
55
$1.79M 0.26%
16,047
+139
56
$1.7M 0.25%
7,727
+12
57
$1.67M 0.24%
7,721
+60
58
$1.61M 0.23%
11,091
-19
59
$1.6M 0.23%
36,685
+501
60
$1.58M 0.23%
54,896
61
$1.56M 0.22%
6,812
-3
62
$1.53M 0.22%
16,923
+68
63
$1.51M 0.22%
5,484
+60
64
$1.42M 0.2%
41,206
+311
65
$1.39M 0.2%
6,484
+54
66
$1.35M 0.2%
9,134
+83
67
$1.29M 0.19%
15,008
+361
68
$1.28M 0.18%
7,101
+138
69
$1.23M 0.18%
2,435
-5
70
$1.2M 0.17%
10,115
+354
71
$1.08M 0.16%
50,731
-927
72
$1.02M 0.15%
25,421
+641
73
$1.01M 0.15%
2,616
-56
74
$970K 0.14%
19,353
+682
75
$951K 0.14%
20,776
+44
1 2
3
4 5