RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.11M
3
+$3.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.83M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.68M

Top Sells

1
+$5.22M
2
+$3.33M
3
+$3.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.67M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$2.58M

Sector Composition

1 Technology 8.43%
2 Financials 3.58%
3 Consumer Staples 2.69%
4 Consumer Discretionary 2.57%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.28%
55,245
+5,849
52
$3.13M 0.28%
19,676
-133
53
$3.02M 0.27%
16,243
+252
54
$2.98M 0.26%
30,449
+1,199
55
$2.96M 0.26%
10,146
+562
56
$2.89M 0.25%
13,382
+1,420
57
$2.63M 0.23%
14,428
+120
58
$2.61M 0.23%
10,394
-1,174
59
$2.53M 0.22%
21,137
-148
60
$2.39M 0.21%
22,211
+142
61
$2.26M 0.2%
7,338
-496
62
$2.24M 0.2%
7,689
+177
63
$2.19M 0.19%
5,968
+108
64
$2.17M 0.19%
2,782
-30
65
$2.14M 0.19%
36,481
-42
66
$2.11M 0.19%
17,748
-28,191
67
$2.08M 0.18%
43,426
-54,864
68
$2.02M 0.18%
4,755
+54
69
$1.92M 0.17%
7,747
+260
70
$1.88M 0.17%
14,250
+372
71
$1.74M 0.15%
4,481
+19
72
$1.61M 0.14%
8,270
73
$1.56M 0.14%
65,563
-79,703
74
$1.56M 0.14%
55,230
75
$1.55M 0.14%
778
1 2
3
4 5