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
$1.06B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$6.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.11M

Top Sells

1
+$34.3M
2
+$14.9M
3
+$8.47M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.15M
5
AMT icon
American Tower
AMT
+$1.18M

Sector Composition

1 Technology 7.88%
2 Financials 3.68%
3 Consumer Staples 2.86%
4 Healthcare 2.76%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$817K 0.08%
4,572
+13
102
$815K 0.08%
5,218
+52
103
$767K 0.07%
2,189
+159
104
$720K 0.07%
4,301
+234
105
$719K 0.07%
19,921
+8
106
$711K 0.07%
24,928
-1,315
107
$683K 0.06%
1,529
-66
108
$644K 0.06%
7,675
+6
109
$634K 0.06%
5,270
-280
110
$626K 0.06%
3,559
111
$617K 0.06%
7,544
+48
112
$589K 0.06%
2,783
-4,434
113
$588K 0.06%
8,185
+5,113
114
$572K 0.05%
1,801
+5
115
$568K 0.05%
2,818
-52
116
$565K 0.05%
1,205
-115
117
$531K 0.05%
12,907
+3
118
$525K 0.05%
7,515
+1,432
119
$515K 0.05%
1,929
+1
120
$502K 0.05%
3,783
+10
121
$500K 0.05%
+14,412
122
$498K 0.05%
4,541
-110
123
$482K 0.05%
1,915
124
$467K 0.04%
5,539
-150
125
$460K 0.04%
15,544
-2,557
3 4
5
6 7