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
$249M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.55M
3
+$4.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.55M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.35M

Top Sells

1
+$1.06M
2
+$1M
3
+$984K
4
LMT icon
Lockheed Martin
LMT
+$969K
5
MCD icon
McDonald's
MCD
+$941K

Sector Composition

1 Healthcare 13.67%
2 Communication Services 9.61%
3 Technology 9.14%
4 Consumer Discretionary 8.48%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.23%
16,552
+9,276
77
$560K 0.23%
7,662
-730
78
$555K 0.22%
17,715
+9,561
79
$528K 0.21%
+29,547
80
$525K 0.21%
+4,273
81
$522K 0.21%
15,119
+8,510
82
$522K 0.21%
+10,121
83
$489K 0.2%
+4,592
84
$485K 0.2%
7,793
-303
85
$480K 0.19%
+5,948
86
$478K 0.19%
+5,882
87
$472K 0.19%
+9,176
88
$471K 0.19%
3,835
+273
89
$455K 0.18%
+10,549
90
$440K 0.18%
+7,970
91
$395K 0.16%
11,849
-1,305
92
$393K 0.16%
2,104
93
$390K 0.16%
+6,500
94
$389K 0.16%
+4,420
95
$361K 0.15%
+13,185
96
$347K 0.14%
3,100
97
$345K 0.14%
+3,239
98
$343K 0.14%
+22,810
99
$333K 0.13%
9,705
-3,420
100
$328K 0.13%
4,088
+388
1 2 3
4
5