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
$1.01B
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.97M
3
+$2.34M
4
NVO icon
Novo Nordisk
NVO
+$1.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.24M

Top Sells

1
+$3.03M
2
+$1.86M
3
+$1.33M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.12M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$715K

Sector Composition

1 Technology 7.02%
2 Healthcare 3.38%
3 Financials 3.28%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.05%
4,114
-192
102
$469K 0.05%
35,286
-62
103
$454K 0.05%
3,996
-41
104
$452K 0.04%
16,304
-441
105
$449K 0.04%
1,778
+189
106
$447K 0.04%
5,259
+11
107
$414K 0.04%
11,112
108
$411K 0.04%
3,100
109
$394K 0.04%
7,269
-34,284
110
$394K 0.04%
20,000
111
$392K 0.04%
2,187
+1
112
$371K 0.04%
13,788
-1,110
113
$368K 0.04%
1,927
+1
114
$367K 0.04%
1,414
+84
115
$365K 0.04%
9,695
116
$345K 0.03%
3,025
117
$340K 0.03%
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118
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25,000
119
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11,234
+1,022
120
$306K 0.03%
1,493
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121
$305K 0.03%
7,120
+13
122
$299K 0.03%
7,120
+31
123
$295K 0.03%
387
+6
124
$290K 0.03%
4,645
125
$281K 0.03%
5,634
-199
3 4
5
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