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

Top Sells

1 +$742K
2 +$618K
3 +$558K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$554K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$448K

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