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
$405M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.67M
3
+$4.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.11M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.27M

Top Sells

1
+$2.6M
2
+$1.17M
3
+$890K
4
MCD icon
McDonald's
MCD
+$867K
5
DIS icon
Walt Disney
DIS
+$762K

Sector Composition

1 Healthcare 7.13%
2 Financials 6.36%
3 Technology 5.36%
4 Communication Services 5.29%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.27%
25,951
+2,066
77
$1.04M 0.26%
6,155
+539
78
$1.01M 0.25%
7,422
-2,486
79
$991K 0.24%
55,311
-1,989
80
$986K 0.24%
9,137
+982
81
$961K 0.24%
12,743
+973
82
$905K 0.22%
20,186
+1,851
83
$864K 0.21%
759
84
$859K 0.21%
8,071
+1,816
85
$854K 0.21%
22,287
-6,514
86
$834K 0.21%
57,608
-21,674
87
$833K 0.21%
8,232
-1,103
88
$831K 0.21%
15,784
-8,779
89
$807K 0.2%
6,745
-1,987
90
$801K 0.2%
23,212
-7,318
91
$795K 0.2%
7,013
-691
92
$779K 0.19%
16,502
-3,437
93
$748K 0.18%
5,841
-424
94
$694K 0.17%
4,066
95
$693K 0.17%
13,415
96
$654K 0.16%
12,616
+1,317
97
$653K 0.16%
13,660
98
$591K 0.15%
6,455
-2,537
99
$575K 0.14%
12,300
100
$508K 0.13%
3,511
-96
2 3
4
5 6