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
$443M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.01M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.48M

Top Sells

1
+$521K
2
+$456K
3
+$446K
4
AMZN icon
Amazon
AMZN
+$405K
5
TMO icon
Thermo Fisher Scientific
TMO
+$390K

Sector Composition

1 Financials 5.73%
2 Healthcare 5.52%
3 Technology 4.68%
4 Consumer Discretionary 4.51%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$494K 0.11%
+19,970
102
$491K 0.11%
12,300
103
$486K 0.11%
10,940
-1,237
104
$471K 0.11%
9,425
-373
105
$460K 0.1%
2,620
+1
106
$438K 0.1%
2,350
-236
107
$437K 0.1%
8,582
-6,108
108
$424K 0.1%
7,980
+312
109
$416K 0.09%
9,857
+204
110
$377K 0.09%
6,780
111
$371K 0.08%
3,577
112
$367K 0.08%
6,099
+1
113
$364K 0.08%
5,437
+19
114
$358K 0.08%
2,633
+5
115
$329K 0.07%
10,025
-17
116
$308K 0.07%
7,063
-1,778
117
$306K 0.07%
2,300
-82
118
$297K 0.07%
1,821
-45
119
$277K 0.06%
827
-130
120
$272K 0.06%
4,854
-246
121
$270K 0.06%
4,991
-233
122
$264K 0.06%
1,624
123
$237K 0.05%
1,570
-1,112
124
$235K 0.05%
1,927
-500
125
$220K 0.05%
2,160
-164
2 3 4
5
6