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
$845M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.28M
3
+$1.67M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.64M
5
WMT icon
Walmart
WMT
+$1.06M

Top Sells

1
+$1.44M
2
+$1.18M
3
+$414K
4
FNB icon
FNB Corp
FNB
+$285K
5
MMC icon
Marsh & McLennan
MMC
+$285K

Sector Composition

1 Technology 6.93%
2 Healthcare 3.29%
3 Financials 3.01%
4 Consumer Discretionary 2.42%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.12%
14,445
+31
77
$1.05M 0.12%
12,590
-13
78
$1.04M 0.12%
2,252
-185
79
$993K 0.12%
13,238
-251
80
$986K 0.12%
2,052
-294
81
$976K 0.12%
6,561
+90
82
$912K 0.11%
11,246
-447
83
$900K 0.11%
37,173
-1,482
84
$884K 0.1%
15,767
+449
85
$804K 0.1%
22,374
+1,318
86
$797K 0.09%
24,110
+409
87
$742K 0.09%
5,505
+63
88
$589K 0.07%
4,867
-140
89
$573K 0.07%
4,965
-202
90
$540K 0.06%
7,448
+17
91
$538K 0.06%
11,645
+172
92
$512K 0.06%
1,809
93
$511K 0.06%
4,688
-44
94
$488K 0.06%
40,933
+144
95
$487K 0.06%
1,201
+33
96
$476K 0.06%
2,004
-33
97
$475K 0.06%
2,067
-39
98
$471K 0.06%
12,846
+50
99
$464K 0.05%
8,967
-536
100
$448K 0.05%
1,762
+5
2 3
4
5 6