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
$748M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.77M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.68M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M

Top Sells

1
+$8.55M
2
+$3.92M
3
+$1.35M
4
LHX icon
L3Harris
LHX
+$1.1M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.02M

Sector Composition

1 Technology 5.46%
2 Healthcare 4.57%
3 Financials 3.77%
4 Industrials 2.29%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.03%
1,779
-1
127
$212K 0.03%
+1,109
128
$211K 0.03%
+6,288
129
$208K 0.03%
+1,669
130
$205K 0.03%
+4,496
131
– –
-8,286
132
– –
-12,422
133
– –
-1,341
134
– –
-1,226
135
– –
-2,214
2 3 4 5
6