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
$433M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.98M
3
+$2.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.74M

Top Sells

1
+$1.63M
2
+$792K
3
+$571K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$527K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$483K

Sector Composition

1 Healthcare 5.58%
2 Financials 5.24%
3 Technology 4.36%
4 Consumer Discretionary 3.85%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$924K 0.21%
18,277
-330
77
$899K 0.21%
10,322
+74
78
$845K 0.2%
12,225
-5,995
79
$784K 0.18%
755
80
$771K 0.18%
8,366
-1,122
81
$753K 0.17%
21,714
-2,253
82
$746K 0.17%
34,134
+7,909
83
$663K 0.15%
11,114
+88
84
$658K 0.15%
6,152
+1,646
85
$657K 0.15%
6,227
-82
86
$647K 0.15%
14,927
-66
87
$628K 0.14%
5,704
-235
88
$570K 0.13%
8,897
-1,416
89
$567K 0.13%
11,078
+79
90
$551K 0.13%
9,811
-2,183
91
$546K 0.13%
13,240
-1,690
92
$535K 0.12%
4,919
+34
93
$523K 0.12%
10,609
-341
94
$514K 0.12%
4,410
95
$510K 0.12%
3,562
+1
96
$451K 0.1%
3,777
-531
97
$441K 0.1%
6,480
98
$429K 0.1%
3,199
-664
99
$424K 0.1%
9,028
+50
100
$414K 0.1%
4,523
-465
2 3
4
5 6