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
$443M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.01M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.48M

Top Sells

1
+$521K
2
+$456K
3
+$446K
4
AMZN icon
Amazon
AMZN
+$405K
5
TMO icon
Thermo Fisher Scientific
TMO
+$390K

Sector Composition

1 Financials 5.73%
2 Healthcare 5.52%
3 Technology 4.68%
4 Consumer Discretionary 4.51%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.24%
25,563
-2,962
77
$972K 0.22%
10,497
-618
78
$963K 0.22%
6,605
-8
79
$925K 0.21%
56,002
+113
80
$860K 0.19%
10,812
-2,965
81
$858K 0.19%
19,996
-190
82
$823K 0.19%
759
83
$816K 0.18%
12,560
-205
84
$771K 0.17%
13,578
-2,747
85
$742K 0.17%
13,415
86
$726K 0.16%
16,885
-1,207
87
$676K 0.15%
6,205
-536
88
$657K 0.15%
5,193
-842
89
$654K 0.15%
13,011
-2,112
90
$648K 0.15%
13,660
91
$635K 0.14%
4,711
-48
92
$632K 0.14%
6,798
-167
93
$608K 0.14%
3,576
-90
94
$606K 0.14%
4,410
95
$583K 0.13%
16,819
-4,005
96
$576K 0.13%
+5,652
97
$575K 0.13%
5,412
-195
98
$568K 0.13%
3,798
99
$502K 0.11%
4,530
-91
100
$499K 0.11%
6,480
2 3
4
5 6