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
$792M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.79M
3
+$797K
4
LHX icon
L3Harris
LHX
+$664K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$597K

Top Sells

1
+$3.93M
2
+$1.35M
3
+$598K
4
CL icon
Colgate-Palmolive
CL
+$524K
5
TMO icon
Thermo Fisher Scientific
TMO
+$501K

Sector Composition

1 Technology 6.28%
2 Healthcare 3.65%
3 Financials 3.33%
4 Consumer Discretionary 2.26%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.29%
12,772
-124
52
$2.21M 0.28%
9,916
-303
53
$2.17M 0.27%
24,696
-327
54
$1.91M 0.24%
7,492
-48
55
$1.9M 0.24%
10,329
-358
56
$1.85M 0.23%
16,116
+55
57
$1.75M 0.22%
16,798
-214
58
$1.67M 0.21%
11,072
-1,234
59
$1.66M 0.21%
6,813
-216
60
$1.57M 0.2%
5,314
-88
61
$1.56M 0.2%
7,636
+129
62
$1.53M 0.19%
6,826
+14
63
$1.44M 0.18%
8,670
-215
64
$1.41M 0.18%
55,230
+1
65
$1.31M 0.17%
6,398
+9
66
$1.28M 0.16%
9,750
-234
67
$1.25M 0.16%
41,030
-338
68
$1.23M 0.16%
36,204
+579
69
$1.19M 0.15%
10,838
-2
70
$1.18M 0.15%
14,291
-124
71
$1.17M 0.15%
45,309
-1,263
72
$1.16M 0.15%
5,470
+13
73
$1.15M 0.15%
2,437
-174
74
$1.13M 0.14%
18,731
-130
75
$1.11M 0.14%
2,346
-90
1 2
3
4 5