RWM
RKL Wealth Management Portfolio holdings
AUM
$1.14B
This Quarter Return
-17.38%
1 Year Return
+12.22%
3 Year Return
+53.03%
5 Year Return
+81.11%
10 Year Return
+177.71%
AUM
$478M
AUM Growth
+$478M
(-14%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
52.46%
Holding
123
New
4
Increased
27
Reduced
71
Closed
14
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.1M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.96M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.51M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.05M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$1.69M |
Top Sells
| 1 |
Marriott International Class A Common Stock
MAR
|
$560K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$474K |
| 3 |
Hershey
HSY
|
$410K |
| 4 |
Altria Group
MO
|
$317K |
| 5 |
Chevron
CVX
|
$310K |
Sector Composition
| 1 | Healthcare | 4.72% |
| 2 | Technology | 4.69% |
| 3 | Financials | 3.83% |
| 4 | Consumer Discretionary | 2.97% |
| 5 | Communication Services | 2.91% |
