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
$746M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.5M
3
+$1.29M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$789K

Top Sells

1
+$2.17M
2
+$1.11M
3
+$1.11M
4
LAMR icon
Lamar Advertising Co
LAMR
+$1.02M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$762K

Sector Composition

1 Technology 4.86%
2 Healthcare 4.05%
3 Financials 3.76%
4 Communication Services 3.13%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.05%
27,320
+1,320
102
$358K 0.05%
1,100
-15
103
$357K 0.05%
1,966
-4
104
$334K 0.04%
2,203
105
$329K 0.04%
3,620
106
$329K 0.04%
2,703
107
$319K 0.04%
5,887
-170
108
$318K 0.04%
+600
109
$313K 0.04%
1,200
110
$307K 0.04%
+5,490
111
$306K 0.04%
2,960
-20
112
$279K 0.04%
+10,000
113
$279K 0.04%
1,350
-135
114
$271K 0.04%
4,659
-2,262
115
$260K 0.03%
1,196
-13
116
$252K 0.03%
4,619
-18
117
$246K 0.03%
1,956
+1
118
$243K 0.03%
2,508
-1
119
$239K 0.03%
+478
120
$236K 0.03%
496
-9
121
$231K 0.03%
3,297
-676
122
$228K 0.03%
1,538
-196
123
$224K 0.03%
4,735
124
$224K 0.03%
3,193
125
$220K 0.03%
+3,438
2 3 4
5
6