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
$583M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$5.16M
3
+$3.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.18M
5
MBB icon
iShares MBS ETF
MBB
+$1.65M

Top Sells

1
+$2.19M
2
+$1.26M
3
+$1.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$745K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$474K

Sector Composition

1 Technology 4.93%
2 Healthcare 4.5%
3 Financials 3.65%
4 Consumer Discretionary 3.27%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$815K 0.14%
22,140
+1,492
77
$812K 0.14%
6,868
-203
78
$798K 0.14%
13,097
+764
79
$749K 0.13%
4,390
80
$718K 0.12%
778
-2
81
$714K 0.12%
12,876
-1,993
82
$634K 0.11%
5,815
83
$605K 0.1%
11,282
+2,245
84
$599K 0.1%
11,818
+1,416
85
$588K 0.1%
60,364
+7,296
86
$524K 0.09%
7,155
87
$523K 0.09%
+9,348
88
$485K 0.08%
46,012
+82
89
$469K 0.08%
4,778
+491
90
$448K 0.08%
9,608
-213
91
$434K 0.07%
2,176
92
$392K 0.07%
12,641
-881
93
$346K 0.06%
5,784
-1,673
94
$343K 0.06%
2,079
95
$341K 0.06%
6,192
-108
96
$307K 0.05%
1,588
+155
97
$305K 0.05%
1,692
+14
98
$294K 0.05%
1,970
99
$290K 0.05%
2,703
-928
100
$290K 0.05%
5,349
+1
1 2 3
4
5