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
$845M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.28M
3
+$1.67M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.64M
5
WMT icon
Walmart
WMT
+$1.06M

Top Sells

1
+$1.44M
2
+$1.18M
3
+$414K
4
FNB icon
FNB Corp
FNB
+$285K
5
MMC icon
Marsh & McLennan
MMC
+$285K

Sector Composition

1 Technology 6.93%
2 Healthcare 3.29%
3 Financials 3.01%
4 Consumer Discretionary 2.42%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.05%
947
-31
102
$436K 0.05%
3,523
+160
103
$422K 0.05%
3,954
+22
104
$419K 0.05%
4,294
-3
105
$405K 0.05%
1,792
-43
106
$390K 0.05%
1,583
+21
107
$383K 0.05%
10,293
+2,459
108
$378K 0.04%
5,000
+16
109
$351K 0.04%
1,693
-15
110
$349K 0.04%
2,929
-153
111
$341K 0.04%
1,925
-18
112
$314K 0.04%
1,200
-8
113
$303K 0.04%
1,377
+166
114
$302K 0.04%
5,017
-433
115
$287K 0.03%
+17,975
116
$285K 0.03%
6,866
-219
117
$267K 0.03%
1,454
-35
118
$264K 0.03%
3,163
-775
119
$255K 0.03%
4,645
120
$250K 0.03%
1,781
121
$249K 0.03%
4,960
+28
122
$249K 0.03%
5,134
123
$232K 0.03%
5,115
+7
124
$219K 0.03%
11,112
125
$217K 0.03%
6,288
2 3 4
5
6