RWM
RKL Wealth Management Portfolio holdings
AUM
$1.14B
This Quarter Return
+5.96%
1 Year Return
+12.22%
3 Year Return
+53.03%
5 Year Return
+81.11%
10 Year Return
+177.71%
AUM
$1.11B
AUM Growth
+$1.11B
(+6.5%)
Cap. Flow
+$9.2M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
61.05%
Holding
165
New
20
Increased
68
Reduced
62
Closed
4
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.24M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.56M |
| 3 |
CrowdStrike
CRWD
|
$2.3M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$2.21M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.02M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$4.33M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.46M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.37M |
| 4 |
Truist Financial
TFC
|
$1.31M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$1.21M |
Sector Composition
| 1 | Technology | 7.67% |
| 2 | Healthcare | 3.16% |
| 3 | Financials | 3.09% |
| 4 | Consumer Discretionary | 2.53% |
| 5 | Industrials | 2.33% |
