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
$842M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.79M
3
+$1.37M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$941K
5
MBB icon
iShares MBS ETF
MBB
+$918K

Top Sells

1
+$1.47M
2
+$1.07M
3
+$361K
4
TMO icon
Thermo Fisher Scientific
TMO
+$318K
5
META icon
Meta Platforms (Facebook)
META
+$302K

Sector Composition

1 Technology 5.81%
2 Healthcare 4.48%
3 Financials 3.44%
4 Consumer Discretionary 3%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.04%
1,539
-110
102
$316K 0.04%
1,311
+3
103
$312K 0.04%
1,220
104
$298K 0.04%
11,112
105
$296K 0.04%
5,876
+256
106
$290K 0.03%
3,327
-35
107
$289K 0.03%
445
108
$282K 0.03%
1,957
109
$279K 0.03%
4,645
110
$277K 0.03%
2,507
-1
111
$265K 0.03%
4,324
+96
112
$260K 0.03%
4,485
-250
113
$255K 0.03%
4,642
+20
114
$252K 0.03%
1,218
115
$251K 0.03%
1,100
116
$245K 0.03%
432
-76
117
$242K 0.03%
617
+42
118
$239K 0.03%
1,448
-18
119
$237K 0.03%
1,137
120
$228K 0.03%
1,777
+1
121
$226K 0.03%
1,303
-900
122
$226K 0.03%
4,348
+80
123
$223K 0.03%
+807
124
$218K 0.03%
+4,490
125
$204K 0.02%
2,881
+53
2 3 4
5
6