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
$1.06B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$6.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.11M

Top Sells

1
+$34.3M
2
+$14.9M
3
+$8.47M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.15M
5
AMT icon
American Tower
AMT
+$1.18M

Sector Composition

1 Technology 7.88%
2 Financials 3.68%
3 Consumer Staples 2.86%
4 Healthcare 2.76%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.15%
8,270
-440
77
$1.47M 0.14%
4,462
+2
78
$1.45M 0.14%
778
79
$1.43M 0.13%
55,230
80
$1.39M 0.13%
+12,473
81
$1.35M 0.13%
13,615
+551
82
$1.33M 0.13%
39,907
+2,368
83
$1.31M 0.12%
14,834
+534
84
$1.28M 0.12%
44,903
+2,267
85
$1.28M 0.12%
15,985
86
$1.27M 0.12%
15,224
+8
87
$1.19M 0.11%
9,388
-265
88
$1.19M 0.11%
13,291
+2,930
89
$1.18M 0.11%
6,891
+14
90
$1.08M 0.1%
15,043
+7,459
91
$1.02M 0.1%
56,606
-558
92
$1M 0.09%
21,474
-5,314
93
$971K 0.09%
34,349
+781
94
$967K 0.09%
15,230
-822
95
$912K 0.09%
16,663
+954
96
$912K 0.09%
2,459
-7
97
$910K 0.09%
5,430
-292
98
$836K 0.08%
13,457
-265
99
$834K 0.08%
4,067
100
$819K 0.08%
16,041
+2,551
2 3
4
5 6