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
$1.01B
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.97M
3
+$2.34M
4
NVO icon
Novo Nordisk
NVO
+$1.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.24M

Top Sells

1
+$3.03M
2
+$1.86M
3
+$1.33M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.12M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$715K

Sector Composition

1 Technology 7.02%
2 Healthcare 3.38%
3 Financials 3.28%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.25%
18,203
+797
52
$2.5M 0.25%
11,723
+249
53
$2.49M 0.25%
3,198
+194
54
$2.48M 0.25%
21,012
+1,047
55
$2.23M 0.22%
8,933
-32
56
$2.16M 0.21%
12,359
+157
57
$2.11M 0.21%
16,472
+979
58
$2.07M 0.2%
17,791
+50
59
$2.03M 0.2%
5,303
+38
60
$2M 0.2%
7,068
+164
61
$1.9M 0.19%
20,204
+39
62
$1.86M 0.18%
6,917
+108
63
$1.81M 0.18%
9,457
-215
64
$1.74M 0.17%
10,598
+785
65
$1.61M 0.16%
26,792
+1,607
66
$1.51M 0.15%
7,663
+668
67
$1.48M 0.15%
38,012
+814
68
$1.46M 0.14%
8,285
+1,291
69
$1.41M 0.14%
7,274
-57
70
$1.38M 0.14%
10,480
+181
71
$1.33M 0.13%
7,309
+132
72
$1.31M 0.13%
13,046
+380
73
$1.24M 0.12%
14,760
-1,190
74
$1.2M 0.12%
26,573
-2,091
75
$1.18M 0.12%
778
1 2
3
4 5