RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$5.8M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M

Top Sells

1
+$15.4M
2
+$6.87M
3
+$3.74M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.28M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M

Sector Composition

1 Technology 8.17%
2 Financials 3.36%
3 Consumer Discretionary 2.7%
4 Healthcare 2.69%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.27%
28,113
+10,067
52
$2.99M 0.27%
17,836
+450
53
$2.88M 0.26%
13,029
+173
54
$2.87M 0.26%
8,402
+211
55
$2.85M 0.25%
9,841
-264
56
$2.78M 0.25%
15,655
+244
57
$2.69M 0.24%
51,437
+47,418
58
$2.67M 0.24%
29,524
+142
59
$2.59M 0.23%
29,412
+16,150
60
$2.56M 0.23%
20,921
+913
61
$2.49M 0.22%
109,897
-20,537
62
$2.44M 0.22%
11,593
-363
63
$2.34M 0.21%
7,999
-147
64
$2.34M 0.21%
96,308
-42,842
65
$2.32M 0.21%
48,450
+35,526
66
$2.24M 0.2%
5,752
+99
67
$2.11M 0.19%
+17,538
68
$2.1M 0.19%
2,726
-92
69
$2.09M 0.19%
24,804
+1,188
70
$2.07M 0.18%
+5,165
71
$2.03M 0.18%
13,343
+407
72
$1.95M 0.17%
7,409
+105
73
$1.86M 0.17%
21,030
+6,467
74
$1.85M 0.16%
7,288
+51
75
$1.78M 0.16%
3,526
+1,060
1 2
3
4 5