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
$748M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$4.74M
3
+$1.88M
4
MBB icon
iShares MBS ETF
MBB
+$1.69M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M

Top Sells

1
+$8.96M
2
+$3.94M
3
+$1.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.06M
5
LHX icon
L3Harris
LHX
+$1.02M

Sector Composition

1 Technology 5.46%
2 Healthcare 4.57%
3 Financials 3.77%
4 Industrials 2.29%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.32%
162,430
-14,470
52
$2.33M 0.31%
12,896
-95
53
$2.08M 0.28%
16,061
+14
54
$1.93M 0.26%
12,306
-1
55
$1.86M 0.25%
25,023
+117
56
$1.8M 0.24%
10,687
-404
57
$1.75M 0.23%
7,540
-187
58
$1.75M 0.23%
17,012
+89
59
$1.71M 0.23%
7,507
-214
60
$1.71M 0.23%
5,402
-82
61
$1.66M 0.22%
55,229
+333
62
$1.63M 0.22%
41,368
+162
63
$1.6M 0.21%
6,812
64
$1.55M 0.21%
7,029
-72
65
$1.53M 0.2%
35,625
-1,060
66
$1.43M 0.19%
14,415
-593
67
$1.41M 0.19%
9,984
-131
68
$1.35M 0.18%
6,389
-95
69
$1.32M 0.18%
8,885
-249
70
$1.29M 0.17%
2,436
+1
71
$1.27M 0.17%
2,611
-5
72
$1.2M 0.16%
10,840
+236
73
$1.12M 0.15%
46,572
-4,159
74
$1.06M 0.14%
12,968
-368
75
$1.03M 0.14%
23,678
-1,743
1 2
3
4 5