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
$845M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.28M
3
+$1.67M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.64M
5
WMT icon
Walmart
WMT
+$1.06M

Top Sells

1
+$1.44M
2
+$1.18M
3
+$414K
4
FNB icon
FNB Corp
FNB
+$285K
5
MMC icon
Marsh & McLennan
MMC
+$285K

Sector Composition

1 Technology 6.93%
2 Healthcare 3.29%
3 Financials 3.01%
4 Consumer Discretionary 2.42%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.27%
35,905
+139
52
$2.29M 0.27%
24,607
-89
53
$2.15M 0.25%
9,769
-147
54
$1.96M 0.23%
10,234
-95
55
$1.9M 0.22%
16,766
-32
56
$1.81M 0.21%
7,268
-224
57
$1.8M 0.21%
15,762
-354
58
$1.69M 0.2%
6,764
-49
59
$1.63M 0.19%
5,262
-52
60
$1.58M 0.19%
10,421
-651
61
$1.56M 0.18%
7,509
-127
62
$1.51M 0.18%
5,272
-198
63
$1.47M 0.17%
6,824
+4,704
64
$1.45M 0.17%
6,810
-16
65
$1.31M 0.16%
9,788
+38
66
$1.3M 0.15%
24,726
+20,232
67
$1.24M 0.15%
6,410
+12
68
$1.23M 0.15%
10,124
-77
69
$1.22M 0.14%
55,230
70
$1.18M 0.14%
18,748
+17
71
$1.18M 0.14%
10,985
+147
72
$1.18M 0.14%
44,980
-329
73
$1.11M 0.13%
36,709
+505
74
$1.08M 0.13%
41,503
+473
75
$1.08M 0.13%
778
1 2
3
4 5