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
$746M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.5M
3
+$1.29M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$789K

Top Sells

1
+$2.17M
2
+$1.11M
3
+$1.11M
4
LAMR icon
Lamar Advertising Co
LAMR
+$1.02M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$762K

Sector Composition

1 Technology 4.86%
2 Healthcare 4.05%
3 Financials 3.76%
4 Communication Services 3.13%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.03%
4,242
-798
127
$213K 0.03%
1,924
-67
128
$202K 0.03%
+2,683
129
$202K 0.03%
1,776
+2
130
– –
-12,218
131
– –
-1,263
132
– –
-606
133
– –
-650
2 3 4 5
6