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
$315M
AUM Growth
+$66.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.31M
3
+$4.94M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.03M

Top Sells

1
+$3M
2
+$2.24M
3
+$1.11M
4
HSIC icon
Henry Schein
HSIC
+$1.09M
5
ADP icon
Automatic Data Processing
ADP
+$1.06M

Sector Composition

1 Healthcare 11.05%
2 Communication Services 7.46%
3 Technology 7.25%
4 Financials 7.24%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$518K 0.16%
+10,105
102
$515K 0.16%
2,586
+482
103
$510K 0.16%
+3,498
104
$503K 0.16%
+18,768
105
$494K 0.16%
4,029
+194
106
$439K 0.14%
3,605
+505
107
$433K 0.14%
5,373
+1,285
108
$420K 0.13%
4,430
+10
109
$406K 0.13%
6,515
+15
110
$385K 0.12%
11,424
+4,483
111
$353K 0.11%
+8,646
112
$352K 0.11%
7,068
+2,076
113
$342K 0.11%
+1,682
114
$340K 0.11%
+7,480
115
$326K 0.1%
1,896
+359
116
$322K 0.1%
+2,743
117
$315K 0.1%
+2,472
118
$311K 0.1%
+6,362
119
$309K 0.1%
+5,382
120
$307K 0.1%
+2,989
121
$299K 0.09%
+5,347
122
$298K 0.09%
2,356
+356
123
$297K 0.09%
9,950
-1,899
124
$291K 0.09%
+3,014
125
$276K 0.09%
+2,199
2 3 4
5
6