RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.62M
2 +$1.02M
3 +$892K
4
AFL icon
Aflac
AFL
+$718K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$671K

Top Sells

1 +$1.05M
2 +$700K
3 +$608K
4
DIS icon
Walt Disney
DIS
+$528K
5
TMO icon
Thermo Fisher Scientific
TMO
+$504K

Sector Composition

1 Healthcare 17.28%
2 Communication Services 11.05%
3 Technology 11.03%
4 Consumer Discretionary 10.67%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-26,742
102
-18,784