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
$207M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$1M
3
+$918K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$687K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$618K

Top Sells

1
+$1M
2
+$694K
3
+$564K
4
UAA icon
Under Armour
UAA
+$539K
5
NVO icon
Novo Nordisk
NVO
+$492K

Sector Composition

1 Healthcare 17.28%
2 Communication Services 11.05%
3 Technology 11.03%
4 Consumer Discretionary 10.67%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.14%
+6,132
77
$272K 0.13%
3,700
-357
78
$255K 0.12%
+8,154
79
$251K 0.12%
+3,656
80
$249K 0.12%
+9,011
81
$247K 0.12%
+20,400
82
$247K 0.12%
6,812
-498
83
$245K 0.12%
2,000
-28
84
$243K 0.12%
+4,302
85
$242K 0.12%
+2,290
86
$240K 0.12%
+2,198
87
$236K 0.11%
+5,873
88
$235K 0.11%
+6,609
89
$234K 0.11%
+1,979
90
$230K 0.11%
+7,276
91
$223K 0.11%
1,524
-299
92
$219K 0.11%
+4,621
93
$219K 0.11%
3,310
94
$213K 0.1%
+4,278
95
$213K 0.1%
1,604
96
$207K 0.1%
+1,008
97
$175K 0.08%
14,337
98
– –
-18,784
99
– –
-1,801
100
– –
-5,071
1 2 3
4
5