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
$788M
AUM Growth
-$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.06M
3
+$972K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$918K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$824K

Top Sells

1
+$1.86M
2
+$649K
3
+$613K
4
ANVS icon
Annovis Bio
ANVS
+$428K
5
META icon
Meta Platforms (Facebook)
META
+$407K

Sector Composition

1 Technology 5.34%
2 Healthcare 4.24%
3 Financials 3.74%
4 Communication Services 3.05%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.14%
2,801
-157
77
$1.08M 0.14%
14,192
-174
78
$1.03M 0.13%
14,514
+539
79
$938K 0.12%
11,170
-1,124
80
$930K 0.12%
778
81
$869K 0.11%
7,571
+486
82
$821K 0.1%
33,165
+24
83
$738K 0.09%
48,298
+256
84
$610K 0.08%
2,176
85
$597K 0.08%
28,810
+570
86
$558K 0.07%
12,978
-153
87
$514K 0.07%
1,772
-9
88
$485K 0.06%
6,418
89
$471K 0.06%
4,367
-2,916
90
$445K 0.06%
3,340
+340
91
$437K 0.06%
1,713
92
$430K 0.05%
7,893
+349
93
$427K 0.05%
1,805
94
$419K 0.05%
3,547
-999
95
$395K 0.05%
2,013
-26
96
$394K 0.05%
1,174
-18
97
$378K 0.05%
3,251
+18
98
$367K 0.05%
1,649
-1,057
99
$362K 0.05%
3,673
100
$352K 0.04%
1,220
+20
2 3
4
5 6