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
$1.11B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.56M
3
+$2.3M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.21M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.02M

Top Sells

1
+$4.33M
2
+$1.46M
3
+$1.37M
4
TFC icon
Truist Financial
TFC
+$1.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.21M

Sector Composition

1 Technology 7.67%
2 Healthcare 3.16%
3 Financials 3.09%
4 Consumer Discretionary 2.53%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$512K 0.05%
1,958
+31
102
$512K 0.05%
1,915
-4
103
$492K 0.04%
11,112
104
$477K 0.04%
6,544
-54
105
$473K 0.04%
5,294
+35
106
$467K 0.04%
3,703
+13
107
$459K 0.04%
2,416
-112
108
$446K 0.04%
2,619
+596
109
$443K 0.04%
3,885
-4
110
$442K 0.04%
12,286
+2,281
111
$441K 0.04%
10,098
+326
112
$440K 0.04%
15,194
-409
113
$436K 0.04%
1,353
+480
114
$426K 0.04%
1,714
-61
115
$401K 0.04%
1,414
116
$394K 0.04%
7,402
+1,663
117
$389K 0.04%
13,797
+93
118
$379K 0.03%
5,281
-10
119
$374K 0.03%
35,381
+55
120
$364K 0.03%
1,785
+1
121
$361K 0.03%
8,448
-30,683
122
$356K 0.03%
+718
123
$339K 0.03%
379
-2
124
$337K 0.03%
651
+156
125
$325K 0.03%
+2,906
3 4
5
6 7