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
$717M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.04M
3
+$1.31M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.14M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$752K

Top Sells

1
+$700K
2
+$598K
3
+$512K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$423K

Sector Composition

1 Technology 5.28%
2 Healthcare 4.33%
3 Financials 3.67%
4 Communication Services 3.34%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,270
127
– –
-3,084
2 3 4 5
6