RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
This Quarter Return
-2.83%
1 Year Return
+12.22%
3 Year Return
+53.03%
5 Year Return
+81.11%
10 Year Return
+177.71%
AUM
$1.06B
AUM Growth
-$62.4M
Cap. Flow
-$24M
Cap. Flow %
-2.26%
Top 10 Hldgs %
56.79%
Holding
179
New
7
Increased
75
Reduced
72
Closed
10
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.56M0.15% 8,270
-440
-5%
-$82.8K
$1.47M0.14% 4,462
+2
+0%
+$660
$1.45M0.14% 778
$1.43M0.13% 55,230
$1.39M0.13%
+12,473
New
+$1.39M
$1.35M0.13% 13,615
+551
+4%
+$54.7K
$1.33M0.13% 39,907
+2,368
+6%
+$78.7K
$1.31M0.12% 14,834
+534
+4%
+$47.1K
$1.28M0.12% 44,903
+2,267
+5%
+$64.8K
$1.28M0.12% 15,985
$1.27M0.12% 15,224
+8
+0.1%
+$666
$1.19M0.11% 9,388
-265
-3%
-$33.7K
$1.19M0.11% 13,291
+2,930
+28%
+$263K
$1.18M0.11% 6,891
+14
+0.2%
+$2.4K
$1.08M0.1% 15,043
+7,459
+98%
+$534K
$1.02M0.1% 56,606
-558
-1%
-$10.1K
$1M0.09% 21,474
-5,314
-20%
-$248K
$971K0.09% 34,349
+781
+2%
+$22.1K
$967K0.09% 15,230
-822
-5%
-$52.2K
$912K0.09% 16,663
+954
+6%
+$52.2K
$912K0.09% 2,459
-7
-0.3%
-$2.6K
$910K0.09% 5,430
-292
-5%
-$48.9K
$836K0.08% 13,457
-265
-2%
-$16.5K
$834K0.08% 4,067
$819K0.08% 16,041
+2,551
+19%
+$130K