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
$788M
AUM Growth
-$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.06M
3 +$972K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$918K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$824K

Top Sells

1 +$1.86M
2 +$649K
3 +$613K
4
ANVS icon
Annovis Bio
ANVS
+$428K
5
META icon
Meta Platforms (Facebook)
META
+$407K

Sector Composition

1 Technology 5.34%
2 Healthcare 4.24%
3 Financials 3.74%
4 Communication Services 3.05%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,926
127
-2,669
128
-3,316
129
-3,788
130
-1,300
131
-600
132
-5,675