RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.97M
3
+$2.34M
4
NVO icon
Novo Nordisk
NVO
+$1.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.24M

Top Sells

1
+$3.03M
2
+$1.86M
3
+$1.33M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.12M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$715K

Sector Composition

1 Technology 7.02%
2 Healthcare 3.38%
3 Financials 3.28%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.03%
1,784
+2
127
$266K 0.03%
9,931
-26
128
$266K 0.03%
4,342
-675
129
$257K 0.03%
6,288
130
$257K 0.03%
5,073
+22
131
$255K 0.03%
895
-10
132
$254K 0.03%
2,022
+1
133
$253K 0.03%
502
-33
134
$250K 0.02%
5,988
+146
135
$246K 0.02%
+1,195
136
$246K 0.02%
5,343
137
$242K 0.02%
+1,161
138
$241K 0.02%
1,042
139
$238K 0.02%
9,068
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140
$237K 0.02%
+6,247
141
$235K 0.02%
17,000
142
$234K 0.02%
+2,031
143
$232K 0.02%
985
+1
144
$228K 0.02%
2,247
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145
$227K 0.02%
16,075
146
$226K 0.02%
1,032
+14
147
$223K 0.02%
3,874
148
$221K 0.02%
+1,094
149
$220K 0.02%
+1,302
150
$219K 0.02%
5,050
-621
3 4 5
6
7