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
$478M
AUM Growth
-$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.96M
3
+$3.51M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.69M

Top Sells

1
+$560K
2
+$474K
3
+$410K
4
MO icon
Altria Group
MO
+$317K
5
CVX icon
Chevron
CVX
+$310K

Sector Composition

1 Healthcare 4.72%
2 Technology 4.69%
3 Financials 3.83%
4 Consumer Discretionary 2.97%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$636K 0.13%
4,060
77
$627K 0.13%
12,218
-2
78
$617K 0.13%
32,821
-472
79
$597K 0.12%
12,822
-91
80
$543K 0.11%
4,390
81
$529K 0.11%
6,167
+7
82
$528K 0.11%
45,930
-21,406
83
$506K 0.11%
14,869
-288
84
$491K 0.1%
5,815
85
$489K 0.1%
53,068
-3,100
86
$475K 0.1%
7,155
-757
87
$419K 0.09%
13,522
-436
88
$404K 0.08%
7,457
-416
89
$390K 0.08%
9,037
-576
90
$386K 0.08%
9,821
-2,262
91
$375K 0.08%
7,015
-67
92
$374K 0.08%
10,402
-118
93
$338K 0.07%
6,300
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94
$327K 0.07%
4,287
-1,737
95
$327K 0.07%
2,176
96
$317K 0.07%
6,549
-210
97
$314K 0.07%
3,631
-1,772
98
$305K 0.06%
8,876
-117
99
$286K 0.06%
2,769
-1
100
$283K 0.06%
5,348
-644
1 2 3
4
5