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
$471M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.45M
3
+$1.63M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.5M
5
LAMR icon
Lamar Advertising Co
LAMR
+$1.42M

Top Sells

1
+$1.01M
2
+$742K
3
+$648K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$370K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$285K

Sector Composition

1 Healthcare 5.74%
2 Financials 5.62%
3 Technology 4.88%
4 Consumer Discretionary 4.39%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$483K 0.1%
9,370
-1,570
102
$474K 0.1%
4,506
-906
103
$445K 0.09%
8,032
+52
104
$439K 0.09%
3,853
-677
105
$428K 0.09%
2,088
-262
106
$425K 0.09%
8,978
-447
107
$405K 0.09%
9,899
+42
108
$400K 0.09%
6,680
-100
109
$397K 0.08%
3,599
+22
110
$368K 0.08%
6,099
111
$366K 0.08%
12,300
112
$338K 0.07%
2,422
-211
113
$306K 0.07%
1,786
-35
114
$303K 0.06%
8,526
-1,499
115
$299K 0.06%
1,984
-316
116
$291K 0.06%
784
-43
117
$289K 0.06%
4,254
-1,183
118
$283K 0.06%
1,570
119
$258K 0.05%
5,603
-1,460
120
$257K 0.05%
4,891
+37
121
$256K 0.05%
4,991
122
$244K 0.05%
1,881
-46
123
$239K 0.05%
2,160
124
$217K 0.05%
1,046
-71
125
$206K 0.04%
+2,819
2 3 4
5
6