RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$5.8M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M

Top Sells

1
+$15.4M
2
+$6.87M
3
+$3.74M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.28M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M

Sector Composition

1 Technology 8.17%
2 Financials 3.36%
3 Consumer Discretionary 2.7%
4 Healthcare 2.69%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$810K 0.07%
+6,182
102
$809K 0.07%
13,722
+104
103
$775K 0.07%
1,595
-161
104
$764K 0.07%
33,568
+19,220
105
$719K 0.06%
+26,243
106
$690K 0.06%
13,490
+9,031
107
$686K 0.06%
3,559
-400
108
$648K 0.06%
+5,550
109
$646K 0.06%
19,913
+13,348
110
$642K 0.06%
+2,870
111
$641K 0.06%
2,030
-12
112
$639K 0.06%
2,205
+791
113
$604K 0.05%
11,112
114
$600K 0.05%
1,796
+5
115
$589K 0.05%
7,669
+3,782
116
$576K 0.05%
+4,651
117
$571K 0.05%
21,534
+6,340
118
$567K 0.05%
7,496
+139
119
$560K 0.05%
12,904
+4,456
120
$559K 0.05%
1,320
-26
121
$536K 0.05%
1,915
122
$506K 0.05%
18,101
-8,149
123
$494K 0.04%
+15,303
124
$478K 0.04%
3,714
+11
125
$478K 0.04%
1,715
+1
3 4
5
6 7