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
$792M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.79M
3
+$797K
4
LHX icon
L3Harris
LHX
+$664K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$597K

Top Sells

1
+$3.93M
2
+$1.35M
3
+$598K
4
CL icon
Colgate-Palmolive
CL
+$524K
5
TMO icon
Thermo Fisher Scientific
TMO
+$501K

Sector Composition

1 Technology 6.28%
2 Healthcare 3.65%
3 Financials 3.33%
4 Consumer Discretionary 2.26%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$424K 0.05%
3,932
+18
102
$414K 0.05%
1,757
+7
103
$402K 0.05%
3,363
-1
104
$389K 0.05%
4,297
-43
105
$367K 0.05%
1,835
+130
106
$359K 0.05%
4,984
+15
107
$357K 0.05%
1,562
-64
108
$338K 0.04%
5,450
-399
109
$336K 0.04%
978
-35
110
$332K 0.04%
1,943
+2
111
$327K 0.04%
3,938
-239
112
$327K 0.04%
1,708
+396
113
$305K 0.04%
7,834
-711
114
$286K 0.04%
3,082
-182
115
$285K 0.04%
24,596
-3,908
116
$285K 0.04%
1,713
-10
117
$269K 0.03%
7,085
-840
118
$267K 0.03%
5,134
+64
119
$251K 0.03%
+1,208
120
$250K 0.03%
4,932
+234
121
$247K 0.03%
1,489
+1
122
$247K 0.03%
1,211
+102
123
$245K 0.03%
4,645
124
$242K 0.03%
1,781
+2
125
$228K 0.03%
5,108
-285
2 3 4
5
6