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
$694M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$2.16M
3
+$1.81M
4
MBB icon
iShares MBS ETF
MBB
+$811K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$780K

Top Sells

1
+$1.68M
2
+$1.65M
3
+$311K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$265K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$245K

Sector Composition

1 Technology 5.75%
2 Healthcare 4.42%
3 Financials 3.7%
4 Consumer Discretionary 2.46%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$398K 0.06%
1,191
+2
102
$392K 0.06%
12,422
103
$387K 0.06%
1,809
104
$359K 0.05%
1,734
105
$359K 0.05%
2,022
-100
106
$356K 0.05%
1,341
-3
107
$351K 0.05%
4,426
-32
108
$338K 0.05%
9,291
+27
109
$334K 0.05%
1,034
+12
110
$332K 0.05%
13,095
+946
111
$330K 0.05%
28,428
112
$328K 0.05%
4,920
113
$319K 0.05%
5,701
-32
114
$306K 0.04%
1,628
+3
115
$280K 0.04%
1,942
+1
116
$257K 0.04%
1,723
+16
117
$250K 0.04%
+8,286
118
$250K 0.04%
1,526
119
$241K 0.03%
8,220
+106
120
$235K 0.03%
9,821
121
$225K 0.03%
4,667
+122
122
$219K 0.03%
4,943
123
$218K 0.03%
1,308
+42
124
$216K 0.03%
4,645
125
$210K 0.03%
5,210
+12
2 3 4
5
6