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
$925M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.53M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.46M

Top Sells

1
+$3.85M
2
+$2.25M
3
+$1.72M
4
CFG icon
Citizens Financial Group
CFG
+$1.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$780K

Sector Composition

1 Technology 6.8%
2 Healthcare 3.35%
3 Financials 3.31%
4 Consumer Discretionary 2.68%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.24%
17,406
+721
52
$2.19M 0.24%
20,165
-927
53
$2.13M 0.23%
41,553
+6,109
54
$2.09M 0.23%
8,965
-449
55
$2.07M 0.22%
5,855
+314
56
$2.07M 0.22%
12,202
-157
57
$1.87M 0.2%
15,493
+540
58
$1.82M 0.2%
5,265
+96
59
$1.79M 0.19%
6,904
-62
60
$1.78M 0.19%
6,809
-63
61
$1.77M 0.19%
17,741
+6,584
62
$1.75M 0.19%
3,004
+1,964
63
$1.74M 0.19%
6,994
+5,820
64
$1.7M 0.18%
19,965
+1,303
65
$1.58M 0.17%
9,672
-225
66
$1.51M 0.16%
6,995
+438
67
$1.49M 0.16%
9,813
+165
68
$1.44M 0.16%
6,242
-567
69
$1.37M 0.15%
37,198
+797
70
$1.37M 0.15%
7,331
+37
71
$1.34M 0.15%
55,230
72
$1.32M 0.14%
25,185
-63
73
$1.24M 0.13%
15,950
+1,272
74
$1.14M 0.12%
8,510
-739
75
$1.14M 0.12%
28,664
+3,189
1 2
3
4 5