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
$405M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.67M
3
+$4.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.11M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.27M

Top Sells

1
+$2.6M
2
+$1.17M
3
+$890K
4
MCD icon
McDonald's
MCD
+$867K
5
DIS icon
Walt Disney
DIS
+$762K

Sector Composition

1 Healthcare 7.13%
2 Financials 6.36%
3 Technology 5.36%
4 Communication Services 5.29%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$499K 0.12%
3,102
-399
102
$487K 0.12%
2,386
-200
103
$484K 0.12%
4,410
104
$466K 0.12%
10,147
-5,028
105
$466K 0.12%
6,480
106
$455K 0.11%
6,497
-2,633
107
$452K 0.11%
9,743
-916
108
$447K 0.11%
41,628
-13,500
109
$446K 0.11%
8,540
-8,284
110
$445K 0.11%
3,160
+820
111
$440K 0.11%
9,579
+1,018
112
$439K 0.11%
3,314
+228
113
$409K 0.1%
6,483
+391
114
$405K 0.1%
10,123
-2,227
115
$382K 0.09%
3,585
+571
116
$352K 0.09%
6,800
-660
117
$330K 0.08%
2,440
-18
118
$316K 0.08%
3,732
-2,803
119
$312K 0.08%
6,387
-1
120
$300K 0.07%
4,956
-4,571
121
$299K 0.07%
6,027
+10
122
$293K 0.07%
2,766
-155
123
$283K 0.07%
2,476
+34
124
$278K 0.07%
1,409
-255
125
$274K 0.07%
1,874
-325
3 4
5
6 7