RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$4.45M
3
+$3.33M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.94M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.35M

Top Sells

1
+$1.47M
2
+$833K
3
+$695K
4
LMT icon
Lockheed Martin
LMT
+$643K
5
TMO icon
Thermo Fisher Scientific
TMO
+$579K

Sector Composition

1 Financials 6.19%
2 Healthcare 6.15%
3 Technology 4.96%
4 Communication Services 4.45%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$508K 0.12%
9,798
+55
102
$492K 0.12%
6,480
103
$487K 0.12%
12,300
104
$453K 0.11%
9,653
+74
105
$430K 0.1%
2,619
-483
106
$430K 0.1%
4,621
-1,834
107
$394K 0.09%
7,668
-872
108
$385K 0.09%
8,841
-1,306
109
$384K 0.09%
6,098
-385
110
$378K 0.09%
5,418
-1,079
111
$369K 0.09%
3,577
-8
112
$365K 0.09%
2,682
-829
113
$348K 0.08%
6,780
-20
114
$344K 0.08%
10,042
-81
115
$341K 0.08%
2,628
-686
116
$338K 0.08%
2,427
-13
117
$314K 0.07%
957
+214
118
$307K 0.07%
6,379
-8
119
$302K 0.07%
1,637
+228
120
$300K 0.07%
1,866
-8
121
$283K 0.07%
2,382
-94
122
$270K 0.06%
5,224
+184
123
$267K 0.06%
5,100
+144
124
$255K 0.06%
2,543
-223
125
$254K 0.06%
2,178
-1
2 3 4
5
6