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
$628M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.4M
3
+$1.24M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$989K

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.01M
4
UAA icon
Under Armour
UAA
+$588K
5
MCD icon
McDonald's
MCD
+$292K

Sector Composition

1 Technology 4.78%
2 Healthcare 4.71%
3 Consumer Discretionary 3.67%
4 Financials 3.6%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$861K 0.14%
13,560
+463
77
$827K 0.13%
4,390
78
$808K 0.13%
12,218
79
$790K 0.13%
22,024
-116
80
$776K 0.12%
6,573
-295
81
$758K 0.12%
778
82
$682K 0.11%
5,815
83
$621K 0.1%
10,817
-465
84
$609K 0.1%
+12,958
85
$578K 0.09%
7,498
+343
86
$560K 0.09%
9,360
+12
87
$530K 0.08%
2,649
+1,061
88
$510K 0.08%
14,648
+2,007
89
$468K 0.07%
2,176
90
$455K 0.07%
7,656
+1,464
91
$441K 0.07%
12,265
+447
92
$422K 0.07%
45,207
-805
93
$415K 0.07%
10,540
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94
$376K 0.06%
4,295
-483
95
$370K 0.06%
2,053
-26
96
$353K 0.06%
3,247
+302
97
$352K 0.06%
26,000
+960
98
$337K 0.05%
+1,200
99
$332K 0.05%
1,698
+6
100
$325K 0.05%
6,270
+486
1 2 3
4
5