RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.97M
3
+$1.91M
4
DHR icon
Danaher
DHR
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.79M

Top Sells

1
+$271K
2
+$251K
3
+$242K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$222K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$204K

Sector Composition

1 Technology 5.96%
2 Healthcare 4.68%
3 Financials 3.87%
4 Consumer Discretionary 2.79%
5 Communication Services 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$477K 0.06%
6,296
102
$454K 0.05%
1,729
+5
103
$450K 0.05%
4,444
+870
104
$444K 0.05%
+9,236
105
$428K 0.05%
+4,254
106
$428K 0.05%
8,395
+4,047
107
$408K 0.05%
+4,920
108
$395K 0.05%
1,772
+1
109
$370K 0.04%
+3,413
110
$363K 0.04%
3,308
+39
111
$356K 0.04%
7,595
+1,719
112
$336K 0.04%
+3,075
113
$336K 0.04%
+11,755
114
$335K 0.04%
+2,467
115
$332K 0.04%
+5,348
116
$319K 0.04%
1,400
+89
117
$314K 0.04%
2,507
118
$307K 0.04%
+8,599
119
$305K 0.04%
1,065
+258
120
$301K 0.04%
1,351
+133
121
$301K 0.04%
1,959
+2
122
$280K 0.03%
3,418
+805
123
$271K 0.03%
1,393
+256
124
$267K 0.03%
3,225
-102
125
$260K 0.03%
4,645
2 3 4
5
6