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
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3,362
-34
107
$292K 0.04%
508
+12
108
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1,308
+1
109
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+1,116
110
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445
+1
111
$267K 0.03%
+4,645
112
$258K 0.03%
1,957
+1
113
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2,508
114
$253K 0.03%
4,622
+14
115
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4,228
+59
116
$245K 0.03%
4,735
117
$241K 0.03%
1,137
-68
118
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1,218
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119
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575
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120
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4,268
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121
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1,466
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122
$210K 0.03%
1,776
123
$201K 0.03%
2,828
-1
124
-5,000
125
-2,447