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
$842M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.79M
3 +$1.37M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$941K
5
MBB icon
iShares MBS ETF
MBB
+$918K

Top Sells

1 +$1.47M
2 +$1.07M
3 +$361K
4
TMO icon
Thermo Fisher Scientific
TMO
+$318K
5
META icon
Meta Platforms (Facebook)
META
+$302K

Sector Composition

1 Technology 5.81%
2 Healthcare 4.48%
3 Financials 3.44%
4 Consumer Discretionary 3%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$200K 0.02%
+2,613