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

Top Buys

1
+$1.21M
2
+$473K
3
+$432K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$387K
5
AAPL icon
Apple
AAPL
+$364K

Top Sells

1
+$1.45M
2
+$1.06M
3
+$1.02M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$531K
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
1 2 3
4