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
$207M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$1M
3 +$918K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$687K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$618K

Top Sells

1 +$1M
2 +$694K
3 +$564K
4
UAA icon
Under Armour
UAA
+$539K
5
NVO icon
Novo Nordisk
NVO
+$492K

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
-2,739
102
-26,742