RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$8.85M
2 +$5.38M
3 +$2.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.09M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.88M

Sector Composition

1 Healthcare 5.58%
2 Financials 5.24%
3 Technology 4.36%
4 Consumer Discretionary 3.85%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,881
127
-4,891