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
$542M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.68M
3
+$2.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.76M

Top Sells

1
+$610K
2
+$368K
3
+$365K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$348K
5
FULT icon
Fulton Financial
FULT
+$344K

Sector Composition

1 Financials 4.85%
2 Healthcare 4.81%
3 Technology 4.34%
4 Consumer Discretionary 3.64%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$995K 0.18%
10,711
+244
77
$986K 0.18%
12,220
78
$959K 0.18%
8,616
+1,425
79
$916K 0.17%
6,452
+199
80
$849K 0.16%
3,475
-509
81
$823K 0.15%
755
82
$806K 0.15%
18,709
-1,044
83
$798K 0.15%
8,646
-137
84
$774K 0.14%
5,918
-84
85
$760K 0.14%
13,917
-440
86
$699K 0.13%
4,282
-765
87
$622K 0.11%
8,179
-3,940
88
$622K 0.11%
15,171
+2,241
89
$620K 0.11%
11,080
+95
90
$614K 0.11%
8,548
-2,415
91
$584K 0.11%
8,030
-878
92
$566K 0.1%
4,025
-572
93
$551K 0.1%
8,353
-587
94
$540K 0.1%
5,413
95
$497K 0.09%
5,815
-635
96
$485K 0.09%
3,248
-529
97
$471K 0.09%
2,770
-590
98
$442K 0.08%
2,374
-133
99
$433K 0.08%
8,949
-394
100
$413K 0.08%
9,786
+1,282
2 3
4
5 6