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
$433M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.98M
3
+$2.25M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.74M

Top Sells

1
+$1.63M
2
+$792K
3
+$571K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$527K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$483K

Sector Composition

1 Healthcare 5.58%
2 Financials 5.24%
3 Technology 4.36%
4 Consumer Discretionary 3.85%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.09%
8,778
+746
102
$367K 0.08%
2,435
-177
103
$355K 0.08%
7,802
-1,568
104
$343K 0.08%
6,680
105
$338K 0.08%
1,793
+7
106
$338K 0.08%
3,455
-144
107
$336K 0.08%
2,135
+47
108
$290K 0.07%
8,504
-22
109
$281K 0.06%
2,127
+143
110
$272K 0.06%
12,300
111
$269K 0.06%
5,118
-981
112
$260K 0.06%
2,278
-144
113
$257K 0.06%
3,456
-397
114
$255K 0.06%
6,727
-3,172
115
$252K 0.06%
779
-5
116
$251K 0.06%
5,345
-258
117
$242K 0.06%
1,620
+50
118
$234K 0.05%
4,991
119
$216K 0.05%
5,811
-14,185
120
$213K 0.05%
1,087
+41
121
$213K 0.05%
+2,910
122
$211K 0.05%
2,925
+106
123
$203K 0.05%
3,460
-794
124
$201K 0.05%
2,056
-104
125
– –
-1,145
2 3 4
5
6