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
$1.11B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.56M
3
+$2.3M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.21M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.02M

Top Sells

1
+$4.33M
2
+$1.46M
3
+$1.37M
4
TFC icon
Truist Financial
TFC
+$1.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.21M

Sector Composition

1 Technology 7.67%
2 Healthcare 3.16%
3 Financials 3.09%
4 Consumer Discretionary 2.53%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.12%
14,563
-93
77
$1.25M 0.11%
4,499
+425
78
$1.22M 0.11%
778
79
$1.18M 0.11%
10,361
-146
80
$1.13M 0.1%
2,949
-54
81
$1.12M 0.1%
12,184
-89
82
$1.12M 0.1%
12,241
+865
83
$1.1M 0.1%
+13,262
84
$1.05M 0.1%
6,611
-384
85
$1.03M 0.09%
56,972
+8,175
86
$1.03M 0.09%
+22,640
87
$1.03M 0.09%
1,756
-169
88
$882K 0.08%
13,618
-65
89
$864K 0.08%
5,170
+472
90
$810K 0.07%
4,550
+10
91
$799K 0.07%
26,250
-8,899
92
$732K 0.07%
3,959
+490
93
$704K 0.06%
4,081
+981
94
$683K 0.06%
12,924
-98
95
$615K 0.06%
7,357
96
$609K 0.06%
1,557
+1
97
$585K 0.05%
1,791
+6
98
$562K 0.05%
1,346
+48
99
$562K 0.05%
2,042
-49
100
$513K 0.05%
1,894
+5
2 3
4
5 6