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
$748M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$4.74M
3
+$1.88M
4
MBB icon
iShares MBS ETF
MBB
+$1.69M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M

Top Sells

1
+$8.96M
2
+$3.94M
3
+$1.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.06M
5
LHX icon
L3Harris
LHX
+$1.02M

Sector Composition

1 Technology 5.46%
2 Healthcare 4.57%
3 Financials 3.77%
4 Industrials 2.29%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.14%
778
77
$1.02M 0.14%
12,741
78
$985K 0.13%
39,120
-3,177
79
$966K 0.13%
14,328
+133
80
$943K 0.13%
18,861
-492
81
$919K 0.12%
13,459
+71
82
$915K 0.12%
6,471
-342
83
$912K 0.12%
10,227
-524
84
$868K 0.12%
5,370
+17
85
$780K 0.1%
15,087
-5,689
86
$743K 0.1%
44,151
+115
87
$740K 0.1%
14,450
+245
88
$657K 0.09%
5,457
-548
89
$644K 0.09%
20,990
+1,746
90
$609K 0.08%
5,485
+163
91
$526K 0.07%
2,119
92
$524K 0.07%
6,656
-48
93
$500K 0.07%
1,165
-26
94
$488K 0.07%
3,364
-514
95
$484K 0.06%
11,524
+2,233
96
$473K 0.06%
4,304
-13
97
$458K 0.06%
9,605
-897
98
$422K 0.06%
2,105
-1
99
$420K 0.06%
2,023
+1
100
$413K 0.06%
3,914
+16
2 3
4
5 6