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
$925M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.53M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.46M

Top Sells

1
+$3.85M
2
+$2.25M
3
+$1.72M
4
CFG icon
Citizens Financial Group
CFG
+$1.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$780K

Sector Composition

1 Technology 6.8%
2 Healthcare 3.35%
3 Financials 3.31%
4 Consumer Discretionary 2.68%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.12%
12,666
-222
77
$1.12M 0.12%
10,299
+5,483
78
$1.11M 0.12%
7,177
+1,494
79
$1.1M 0.12%
778
-1
80
$1.1M 0.12%
40,654
-1,125
81
$1.1M 0.12%
2,082
+14
82
$1.06M 0.12%
24,567
-197
83
$977K 0.11%
2,155
+3
84
$947K 0.1%
11,956
-174
85
$927K 0.1%
2,981
+737
86
$899K 0.1%
54,638
+13,382
87
$824K 0.09%
6,763
+57
88
$815K 0.09%
14,058
-1,759
89
$695K 0.08%
14,517
-187
90
$662K 0.07%
4,696
-243
91
$629K 0.07%
8,314
-2,881
92
$620K 0.07%
4,521
+1,081
93
$537K 0.06%
+3,468
94
$534K 0.06%
7,091
-63
95
$532K 0.06%
2,202
-21
96
$507K 0.05%
1,948
+202
97
$502K 0.05%
1,257
+40
98
$486K 0.05%
1,776
+14
99
$482K 0.05%
16,745
+7,652
100
$467K 0.05%
+27,833
2 3
4
5 6