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
$443M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.01M
3
+$2.07M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.48M

Top Sells

1
+$521K
2
+$456K
3
+$446K
4
AMZN icon
Amazon
AMZN
+$405K
5
TMO icon
Thermo Fisher Scientific
TMO
+$390K

Sector Composition

1 Financials 5.73%
2 Healthcare 5.52%
3 Technology 4.68%
4 Consumer Discretionary 4.51%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$206K 0.05%
+1,117
127
$204K 0.05%
1,237
-400
128
– –
-2,178
129
– –
-2,672
130
– –
-2,956
131
– –
-1,367
132
– –
-2,543
133
– –
-6,379
2 3 4 5
6