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
$542M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.68M
3
+$2.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.76M

Top Sells

1
+$610K
2
+$368K
3
+$365K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$348K
5
FULT icon
Fulton Financial
FULT
+$344K

Sector Composition

1 Financials 4.85%
2 Healthcare 4.81%
3 Technology 4.34%
4 Consumer Discretionary 3.64%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.08%
2,269
+181
102
$405K 0.07%
7,061
-273
103
$394K 0.07%
8,388
-850
104
$383K 0.07%
2,212
+87
105
$380K 0.07%
6,657
-3,656
106
$367K 0.07%
+7,698
107
$359K 0.07%
6,680
108
$352K 0.06%
3,178
-371
109
$351K 0.06%
1,803
110
$337K 0.06%
6,351
-3,128
111
$306K 0.06%
3,629
+522
112
$292K 0.05%
804
-417
113
$287K 0.05%
1,662
+8
114
$264K 0.05%
3,304
+330
115
$262K 0.05%
+1,960
116
$255K 0.05%
6,012
-1,472
117
$242K 0.04%
+8,063
118
$240K 0.04%
5,741
-2,471
119
$236K 0.04%
2,747
-381
120
$226K 0.04%
1,736
-243
121
$221K 0.04%
5,001
+11
122
$219K 0.04%
4,289
-537
123
$210K 0.04%
12,300
124
$205K 0.04%
1,415
+258
125
$204K 0.04%
+1,102
2 3 4
5
6