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

Top Buys

1 +$1.85M
2 +$1.73M
3 +$1.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$937K
5
MBB icon
iShares MBS ETF
MBB
+$920K

Top Sells

1 +$1.53M
2 +$950K
3 +$348K
4
META icon
Meta Platforms (Facebook)
META
+$298K
5
TMO icon
Thermo Fisher Scientific
TMO
+$297K

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