RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.97M
3
+$1.91M
4
DHR icon
Danaher
DHR
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.79M

Top Sells

1
+$271K
2
+$251K
3
+$242K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$222K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$204K

Sector Composition

1 Technology 5.96%
2 Healthcare 4.68%
3 Financials 3.87%
4 Consumer Discretionary 2.79%
5 Communication Services 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.15%
2,472
-52
77
$1.26M 0.15%
9,699
+871
78
$1.22M 0.15%
15,822
+521
79
$1.18M 0.14%
2,670
+36
80
$1.15M 0.14%
14,723
+77
81
$1.15M 0.14%
778
82
$1.14M 0.14%
13,091
-871
83
$1.11M 0.13%
6,435
+165
84
$1.1M 0.13%
41,700
+8,649
85
$854K 0.1%
5,270
+904
86
$826K 0.1%
11,092
-52
87
$791K 0.1%
9,576
+5,252
88
$722K 0.09%
13,947
+354
89
$720K 0.09%
43,306
-5,097
90
$655K 0.08%
3,866
+1,663
91
$631K 0.08%
4,520
+1,480
92
$573K 0.07%
1,596
+450
93
$525K 0.06%
2,117
94
$523K 0.06%
1,819
95
$502K 0.06%
+14,989
96
$499K 0.06%
2,251
+712
97
$488K 0.06%
1,174
-3
98
$486K 0.06%
4,105
+587
99
$485K 0.06%
2,013
100
$484K 0.06%
8,689
+1,338
2 3
4
5 6