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
$845M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.28M
3
+$1.67M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.64M
5
WMT icon
Walmart
WMT
+$1.06M

Top Sells

1
+$1.44M
2
+$1.18M
3
+$414K
4
FNB icon
FNB Corp
FNB
+$285K
5
MMC icon
Marsh & McLennan
MMC
+$285K

Sector Composition

1 Technology 6.93%
2 Healthcare 3.29%
3 Financials 3.01%
4 Consumer Discretionary 2.42%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$214K 0.03%
+380
127
$213K 0.03%
1,034
+1
128
$210K 0.02%
+1,063
129
$205K 0.02%
+419
130
$203K 0.02%
+13,700
131
$202K 0.02%
+2,378
132
– –
-4,506
133
– –
-1,677
134
– –
-24,596
135
– –
-1,713
136
– –
-14,291
137
– –
-8,670
2 3 4 5
6