RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$5.8M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M

Top Sells

1
+$15.4M
2
+$6.87M
3
+$3.74M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.28M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M

Sector Composition

1 Technology 8.17%
2 Financials 3.36%
3 Consumer Discretionary 2.7%
4 Healthcare 2.69%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.15%
7,217
+5,726
77
$1.62M 0.14%
4,460
+2,903
78
$1.61M 0.14%
8,710
+6,294
79
$1.59M 0.14%
55,230
80
$1.38M 0.12%
15,216
+3,032
81
$1.35M 0.12%
9,653
+11
82
$1.34M 0.12%
778
83
$1.33M 0.12%
26,788
+91
84
$1.31M 0.12%
13,064
+823
85
$1.31M 0.12%
14,300
+724
86
$1.29M 0.12%
+15,985
87
$1.23M 0.11%
37,539
+29,704
88
$1.21M 0.11%
16,052
-1,924
89
$1.19M 0.11%
42,636
+33,874
90
$1.18M 0.11%
6,447
+399
91
$1.16M 0.1%
6,877
-317
92
$1.1M 0.1%
57,164
+192
93
$1.03M 0.09%
10,361
94
$1.01M 0.09%
2,466
-483
95
$984K 0.09%
5,166
-4
96
$943K 0.08%
4,067
-14
97
$934K 0.08%
4,067
-432
98
$887K 0.08%
+15,709
99
$884K 0.08%
5,722
-889
100
$857K 0.08%
4,559
+9
2 3
4
5 6