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
$842M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.79M
3
+$1.37M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$941K
5
MBB icon
iShares MBS ETF
MBB
+$918K

Top Sells

1
+$1.47M
2
+$1.07M
3
+$361K
4
TMO icon
Thermo Fisher Scientific
TMO
+$318K
5
META icon
Meta Platforms (Facebook)
META
+$302K

Sector Composition

1 Technology 5.81%
2 Healthcare 4.48%
3 Financials 3.44%
4 Consumer Discretionary 3%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.14%
11,144
-26
77
$1.18M 0.14%
8,828
-153
78
$1.08M 0.13%
13,962
-230
79
$960K 0.11%
778
80
$936K 0.11%
2,634
-551
81
$890K 0.11%
33,051
-114
82
$851K 0.1%
28,920
+110
83
$829K 0.1%
7,270
-301
84
$823K 0.1%
48,403
+105
85
$803K 0.1%
13,593
+615
86
$596K 0.07%
2,117
-59
87
$591K 0.07%
4,366
-1
88
$584K 0.07%
1,819
+47
89
$537K 0.06%
6,296
-122
90
$495K 0.06%
3,518
-29
91
$478K 0.06%
1,724
+11
92
$466K 0.06%
7,351
-542
93
$451K 0.05%
1,771
-34
94
$440K 0.05%
3,040
-300
95
$420K 0.05%
2,013
96
$404K 0.05%
1,146
+30
97
$404K 0.05%
1,177
+3
98
$386K 0.05%
3,574
-99
99
$380K 0.05%
3,269
+18
100
$338K 0.04%
2,203
2 3
4
5 6