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
$542M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.68M
3
+$2.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.76M

Top Sells

1
+$610K
2
+$368K
3
+$365K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$348K
5
FULT icon
Fulton Financial
FULT
+$344K

Sector Composition

1 Financials 4.85%
2 Healthcare 4.81%
3 Technology 4.34%
4 Consumer Discretionary 3.64%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$204K 0.04%
1,300
-142
127
$202K 0.04%
+1,512
128
– –
-2,463
129
– –
-4,390
130
– –
-1,562
131
– –
-3,333
132
– –
-8,716
2 3 4 5
6