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
$792M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.79M
3
+$797K
4
LHX icon
L3Harris
LHX
+$664K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$597K

Top Sells

1
+$3.93M
2
+$1.35M
3
+$598K
4
CL icon
Colgate-Palmolive
CL
+$524K
5
TMO icon
Thermo Fisher Scientific
TMO
+$501K

Sector Composition

1 Technology 6.28%
2 Healthcare 3.65%
3 Financials 3.33%
4 Consumer Discretionary 2.26%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.13%
12,603
-365
77
$1.01M 0.13%
14,414
+86
78
$997K 0.13%
10,201
-26
79
$994K 0.13%
778
80
$965K 0.12%
13,489
+30
81
$953K 0.12%
11,693
-1,048
82
$943K 0.12%
38,655
-465
83
$867K 0.11%
5,442
+72
84
$854K 0.11%
23,701
+23
85
$854K 0.11%
6,471
86
$846K 0.11%
15,318
+231
87
$696K 0.09%
21,056
+66
88
$564K 0.07%
40,789
-3,362
89
$550K 0.07%
5,167
-318
90
$532K 0.07%
+7,431
91
$522K 0.07%
12,796
-1,654
92
$521K 0.07%
5,007
+552
93
$518K 0.07%
11,473
-51
94
$497K 0.06%
9,503
-102
95
$484K 0.06%
2,120
+1
96
$482K 0.06%
1,168
+3
97
$479K 0.06%
4,732
+428
98
$459K 0.06%
2,037
+14
99
$456K 0.06%
2,106
+1
100
$451K 0.06%
1,809
2 3
4
5 6