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
$1.04B
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$2.7M
3
+$1.55M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.43M
5
OKE icon
Oneok
OKE
+$928K

Top Sells

1
+$874K
2
+$815K
3
+$574K
4
NVO icon
Novo Nordisk
NVO
+$412K
5
BMY icon
Bristol-Myers Squibb
BMY
+$394K

Sector Composition

1 Technology 7.78%
2 Healthcare 3.2%
3 Financials 3.06%
4 Consumer Discretionary 2.47%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$440K 0.04%
3,690
-424
102
$437K 0.04%
15,603
-701
103
$431K 0.04%
5,259
104
$431K 0.04%
1,927
105
$429K 0.04%
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-3
106
$423K 0.04%
6,598
-649
107
$417K 0.04%
1,889
-124
108
$404K 0.04%
3,889
-107
109
$378K 0.04%
1,414
110
$355K 0.03%
13,704
-84
111
$354K 0.03%
9,772
+77
112
$347K 0.03%
25,000
113
$345K 0.03%
11,112
114
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5,291
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115
$318K 0.03%
1,491
-2
116
$317K 0.03%
1,784
117
$311K 0.03%
5,867
118
$300K 0.03%
381
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119
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1,211
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120
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2,023
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121
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495
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122
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10,005
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123
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7,107
-13
124
$273K 0.03%
873
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125
$273K 0.03%
5,739
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3 4
5
6 7