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
$1.04B
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$2.7M
3
+$1.55M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.43M
5
OKE icon
Oneok
OKE
+$928K

Top Sells

1
+$874K
2
+$815K
3
+$574K
4
NVO icon
Novo Nordisk
NVO
+$412K
5
BMY icon
Bristol-Myers Squibb
BMY
+$394K

Sector Composition

1 Technology 7.78%
2 Healthcare 3.2%
3 Financials 3.06%
4 Consumer Discretionary 2.47%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.68M 0.26%
13,205
+34
52
$2.68M 0.26%
19,541
+1,338
53
$2.63M 0.25%
2,904
-294
54
$2.61M 0.25%
10,242
-271
55
$2.25M 0.22%
17,875
+1,403
56
$2.11M 0.2%
18,306
+515
57
$2.08M 0.2%
12,636
+277
58
$2.08M 0.2%
7,157
+89
59
$1.97M 0.19%
8,250
-683
60
$1.86M 0.18%
5,409
+106
61
$1.83M 0.18%
26,970
+178
62
$1.76M 0.17%
8,911
+626
63
$1.73M 0.17%
8,897
+1,234
64
$1.71M 0.16%
9,880
+423
65
$1.67M 0.16%
7,057
+140
66
$1.52M 0.15%
39,131
+1,119
67
$1.46M 0.14%
19,367
-837
68
$1.38M 0.13%
9,827
-771
69
$1.32M 0.13%
7,176
-98
70
$1.32M 0.13%
13,453
+407
71
$1.3M 0.13%
10,507
+27
72
$1.29M 0.12%
7,512
+203
73
$1.24M 0.12%
26,624
+51
74
$1.23M 0.12%
778
75
$1.21M 0.12%
55,230
1 2
3
4 5