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
$423M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$4.45M
3
+$3.33M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.94M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.35M

Top Sells

1
+$1.47M
2
+$833K
3
+$695K
4
LMT icon
Lockheed Martin
LMT
+$643K
5
TMO icon
Thermo Fisher Scientific
TMO
+$579K

Sector Composition

1 Financials 6.19%
2 Healthcare 6.15%
3 Technology 4.96%
4 Communication Services 4.45%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.06%
1,624
+7
127
$234K 0.06%
2,324
+205
128
$215K 0.05%
+1,367
129
$209K 0.05%
2,672
-1,060
130
$189K 0.04%
2,956
-166
131
– –
-1,153
132
– –
-6,027
133
– –
-8,232
134
– –
-7,315
2 3 4 5
6