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
$471M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.45M
3
+$1.63M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.5M
5
LAMR icon
Lamar Advertising Co
LAMR
+$1.42M

Top Sells

1
+$1.01M
2
+$742K
3
+$648K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$370K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$285K

Sector Composition

1 Healthcare 5.74%
2 Financials 5.62%
3 Technology 4.88%
4 Consumer Discretionary 4.39%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.24%
11,061
-440
77
$1.01M 0.21%
23,967
-1,596
78
$921K 0.2%
10,313
-499
79
$916K 0.19%
54,994
-1,008
80
$899K 0.19%
9,488
-1,009
81
$897K 0.19%
755
-4
82
$865K 0.18%
19,996
83
$749K 0.16%
6,309
-296
84
$739K 0.16%
11,026
-1,534
85
$733K 0.16%
14,993
-1,892
86
$670K 0.14%
6,555
-243
87
$664K 0.14%
5,939
-266
88
$663K 0.14%
10,950
-2,628
89
$650K 0.14%
26,225
+6,255
90
$645K 0.14%
4,885
-308
91
$638K 0.14%
11,994
-1,017
92
$623K 0.13%
4,410
93
$622K 0.13%
14,930
-1,889
94
$621K 0.13%
3,863
+65
95
$614K 0.13%
4,308
-403
96
$585K 0.12%
3,561
-15
97
$556K 0.12%
10,999
+2,417
98
$533K 0.11%
4,988
-664
99
$514K 0.11%
6,480
100
$489K 0.1%
2,612
-8
2 3
4
5 6