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
$315M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.31M
3
+$4.94M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.03M

Top Sells

1
+$3M
2
+$2.24M
3
+$1.11M
4
HSIC icon
Henry Schein
HSIC
+$1.09M
5
ADP icon
Automatic Data Processing
ADP
+$1.06M

Sector Composition

1 Healthcare 11.05%
2 Communication Services 7.46%
3 Technology 7.25%
4 Financials 7.24%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$879K 0.28%
+4,585
77
$878K 0.28%
8,142
+3,550
78
$875K 0.28%
10,482
+4,534
79
$871K 0.28%
49,438
+19,891
80
$868K 0.28%
12,903
-44,554
81
$864K 0.27%
11,629
+3,967
82
$858K 0.27%
18,607
+8,058
83
$849K 0.27%
18,927
-1,103
84
$840K 0.27%
17,420
-3,652
85
$838K 0.27%
16,236
+7,060
86
$826K 0.26%
7,690
-82
87
$821K 0.26%
14,432
+6,462
88
$814K 0.26%
7,194
+2,348
89
$810K 0.26%
22,606
+7,487
90
$796K 0.25%
+6,751
91
$757K 0.24%
+18,330
92
$741K 0.24%
759
+160
93
$728K 0.23%
11,145
+3,352
94
$666K 0.21%
+12,300
95
$658K 0.21%
4,066
+302
96
$633K 0.2%
13,495
+35
97
$621K 0.2%
11,542
-2,932
98
$616K 0.2%
13,740
+35
99
$584K 0.19%
5,500
+2,261
100
$548K 0.17%
56,274
-3,708
2 3
4
5 6