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
$925M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.53M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.46M

Top Sells

1
+$3.85M
2
+$2.25M
3
+$1.72M
4
CFG icon
Citizens Financial Group
CFG
+$1.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$780K

Sector Composition

1 Technology 6.8%
2 Healthcare 3.35%
3 Financials 3.31%
4 Consumer Discretionary 2.68%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$452K 0.05%
4,306
+12
102
$447K 0.05%
2,010
+244
103
$444K 0.05%
4,037
-102
104
$434K 0.05%
+9,695
105
$431K 0.05%
+35,348
106
$430K 0.05%
1,455
-58
107
$426K 0.05%
5,248
+26
108
$387K 0.04%
+20,000
109
$378K 0.04%
14,898
+1,380
110
$361K 0.04%
+2,186
111
$358K 0.04%
1,589
+92
112
$346K 0.04%
+3,100
113
$345K 0.04%
1,926
114
$340K 0.04%
+3,044
115
$324K 0.04%
+5,902
116
$319K 0.03%
535
+138
117
$316K 0.03%
1,330
-197
118
$312K 0.03%
1,486
-79
119
$296K 0.03%
5,017
+89
120
$295K 0.03%
5,833
-728
121
$294K 0.03%
9,957
+279
122
$285K 0.03%
+9,033
123
$282K 0.03%
+25,000
124
$277K 0.03%
4,645
125
$277K 0.03%
+10,212
3 4
5
6 7