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
$1.11B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.56M
3
+$2.3M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.21M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.02M

Top Sells

1
+$4.33M
2
+$1.46M
3
+$1.37M
4
TFC icon
Truist Financial
TFC
+$1.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.21M

Sector Composition

1 Technology 7.67%
2 Healthcare 3.16%
3 Financials 3.09%
4 Consumer Discretionary 2.53%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.27%
17,386
+262
52
$2.84M 0.26%
11,956
+22
53
$2.84M 0.26%
12,856
-349
54
$2.55M 0.23%
9,763
+852
55
$2.5M 0.23%
2,818
-86
56
$2.46M 0.22%
20,008
+2,133
57
$2.45M 0.22%
23,616
+991
58
$2.37M 0.21%
29,382
+2,412
59
$2.3M 0.21%
+8,191
60
$2.29M 0.21%
5,653
+244
61
$2.25M 0.2%
8,146
-104
62
$2.24M 0.2%
10,135
+255
63
$2.21M 0.2%
7,304
+147
64
$2.21M 0.2%
+40,337
65
$2.2M 0.2%
12,936
+300
66
$2.12M 0.19%
18,046
-260
67
$1.9M 0.17%
7,237
+180
68
$1.84M 0.17%
9,642
-185
69
$1.65M 0.15%
55,230
70
$1.59M 0.14%
17,976
-1,391
71
$1.52M 0.14%
13,576
+123
72
$1.44M 0.13%
2,466
+116
73
$1.41M 0.13%
6,048
-2,849
74
$1.38M 0.12%
7,194
+18
75
$1.31M 0.12%
26,697
+73
1 2
3
4 5