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
$511M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$5.21M
2 +$4.54M
3 +$3.88M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.94M
5
DIS icon
Walt Disney
DIS
+$2.33M

Top Sells

1 +$4.22M
2 +$1.15M
3 +$532K
4
HSIC icon
Henry Schein
HSIC
+$452K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$282K

Sector Composition

1 Healthcare 5.1%
2 Financials 4.88%
3 Technology 4.35%
4 Consumer Discretionary 3.68%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.04%
+1,157
127
$200K 0.04%
+2,463
128
-1,087
129
-5,118
130
-2,056