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
$748M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$4.74M
3
+$1.88M
4
MBB icon
iShares MBS ETF
MBB
+$1.69M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M

Top Sells

1
+$8.96M
2
+$3.94M
3
+$1.37M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.06M
5
LHX icon
L3Harris
LHX
+$1.02M

Sector Composition

1 Technology 5.46%
2 Healthcare 4.57%
3 Financials 3.77%
4 Industrials 2.29%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.05%
4,455
-8
102
$390K 0.05%
1,626
+100
103
$386K 0.05%
1,750
+16
104
$386K 0.05%
1,809
105
$372K 0.05%
5,849
+148
106
$372K 0.05%
28,504
+76
107
$371K 0.05%
1,013
-21
108
$368K 0.05%
4,340
-86
109
$350K 0.05%
4,969
+49
110
$345K 0.05%
4,177
-1,155
111
$340K 0.05%
1,705
+77
112
$337K 0.05%
8,545
-2,093
113
$298K 0.04%
1,941
-1
114
$285K 0.04%
1,723
115
$281K 0.04%
1,312
+4
116
$277K 0.04%
7,925
-295
117
$267K 0.04%
+3,264
118
$264K 0.04%
5,070
+127
119
$250K 0.03%
8,555
-4,540
120
$247K 0.03%
5,393
+183
121
$238K 0.03%
4,645
122
$233K 0.03%
4,698
+31
123
$226K 0.03%
9,768
-53
124
$222K 0.03%
1,488
-1
125
$219K 0.03%
+884
2 3 4
5
6