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
$1.06B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$6.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.11M

Top Sells

1
+$34.3M
2
+$14.9M
3
+$8.47M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.15M
5
AMT icon
American Tower
AMT
+$1.18M

Sector Composition

1 Technology 7.88%
2 Financials 3.68%
3 Consumer Staples 2.86%
4 Healthcare 2.76%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.29%
145,266
-17,414
52
$3M 0.28%
8,521
+119
53
$2.99M 0.28%
9,584
-257
54
$2.89M 0.27%
35,943
+6,531
55
$2.79M 0.26%
10,749
+806
56
$2.73M 0.26%
21,285
+364
57
$2.62M 0.25%
22,069
-6,044
58
$2.57M 0.24%
29,250
-274
59
$2.51M 0.24%
49,396
+946
60
$2.42M 0.23%
11,568
-25
61
$2.39M 0.23%
7,834
-165
62
$2.39M 0.22%
11,962
-1,067
63
$2.32M 0.22%
2,812
+86
64
$2.27M 0.21%
14,308
-3,230
65
$2.2M 0.21%
25,366
+562
66
$2.19M 0.21%
36,523
-14,914
67
$2.16M 0.2%
93,052
-16,845
68
$2.15M 0.2%
5,860
+108
69
$2.08M 0.2%
13,878
+535
70
$2.05M 0.19%
7,512
+103
71
$1.86M 0.18%
7,487
+199
72
$1.74M 0.16%
70,004
-26,304
73
$1.71M 0.16%
3,273
-253
74
$1.7M 0.16%
4,701
-464
75
$1.69M 0.16%
19,896
-1,134
1 2
3
4 5