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
$925M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$3.53M
3
+$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.46M

Top Sells

1
+$3.85M
2
+$2.25M
3
+$1.72M
4
CFG icon
Citizens Financial Group
CFG
+$1.12M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$780K

Sector Composition

1 Technology 6.8%
2 Healthcare 3.35%
3 Financials 3.31%
4 Consumer Discretionary 2.68%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.03%
381
127
$268K 0.03%
525
+1
128
$267K 0.03%
+7,089
129
$264K 0.03%
5,343
+143
130
$263K 0.03%
+7,107
131
$261K 0.03%
905
+14
132
$258K 0.03%
5,051
+61
133
$254K 0.03%
+17,000
134
$254K 0.03%
1,782
135
$249K 0.03%
5,671
-303
136
$240K 0.03%
+5,842
137
$240K 0.03%
+4,379
138
$234K 0.03%
6,288
139
$231K 0.03%
3,025
140
$224K 0.02%
2,068
-2,217
141
$221K 0.02%
+16,075
142
$216K 0.02%
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143
$213K 0.02%
2,021
144
$210K 0.02%
+798
145
$209K 0.02%
11,112
146
$209K 0.02%
+4,167
147
$208K 0.02%
2,215
-120
148
$206K 0.02%
1,018
-6
149
$203K 0.02%
+3,175
150
$202K 0.02%
+3,874
3 4 5
6
7