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
$198M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$484K
3 +$411K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$389K
5
AAPL icon
Apple
AAPL
+$388K

Top Sells

1 +$1.35M
2 +$1.06M
3 +$853K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$533K
5
FLXS icon
Flexsteel Industries
FLXS
+$513K

Sector Composition

1 Healthcare 19.15%
2 Consumer Discretionary 13.35%
3 Communication Services 12.04%
4 Technology 11.17%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,755
77
-22,123
78
-3,574