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
$583M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$5.16M
3
+$3.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.18M
5
MBB icon
iShares MBS ETF
MBB
+$1.65M

Top Sells

1
+$2.19M
2
+$1.26M
3
+$1.05M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$745K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$474K

Sector Composition

1 Technology 4.93%
2 Healthcare 4.5%
3 Financials 3.65%
4 Consumer Discretionary 3.27%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.05%
2,769
102
$269K 0.05%
2,945
-4
103
$265K 0.05%
3,200
104
$252K 0.04%
3,594
+21
105
$250K 0.04%
6,417
-2,459
106
$241K 0.04%
4,354
-2,195
107
$238K 0.04%
+25,040
108
$221K 0.04%
+507
109
$216K 0.04%
+3,060
110
$211K 0.04%
+2,455
111
– –
-2,875
112
– –
-7,015
113
– –
-9,925
114
– –
-30,351
115
– –
-5,782
116
– –
-3,014
1 2 3 4
5