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
$788M
AUM Growth
-$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.06M
3
+$972K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$918K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$824K

Top Sells

1
+$1.86M
2
+$649K
3
+$613K
4
ANVS icon
Annovis Bio
ANVS
+$428K
5
META icon
Meta Platforms (Facebook)
META
+$407K

Sector Composition

1 Technology 5.34%
2 Healthcare 4.24%
3 Financials 3.74%
4 Communication Services 3.05%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$345K 0.04%
1,100
-21
102
$343K 0.04%
11,112
103
$334K 0.04%
2,203
104
$329K 0.04%
2,203
105
$314K 0.04%
5,620
-269
106
$293K 0.04%
3,362
-34
107
$292K 0.04%
508
+12
108
$291K 0.04%
1,308
+1
109
$288K 0.04%
+1,116
110
$277K 0.04%
445
+1
111
$267K 0.03%
+4,645
112
$258K 0.03%
1,957
+1
113
$253K 0.03%
2,508
114
$253K 0.03%
4,622
+14
115
$249K 0.03%
4,228
+59
116
$245K 0.03%
4,735
117
$241K 0.03%
1,137
-68
118
$234K 0.03%
1,218
-559
119
$233K 0.03%
575
-3
120
$231K 0.03%
4,268
-328
121
$217K 0.03%
1,466
-72
122
$210K 0.03%
1,776
123
$201K 0.03%
2,828
-1
124
– –
-5,000
125
– –
-2,447
2 3 4
5
6