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
$1.11B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.56M
3
+$2.3M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.21M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.02M

Top Sells

1
+$4.33M
2
+$1.46M
3
+$1.37M
4
TFC icon
Truist Financial
TFC
+$1.31M
5
IVW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.03%
5,835
-32
127
$316K 0.03%
14,348
+1,271
128
$308K 0.03%
1,491
129
$290K 0.03%
7,105
-2
130
$289K 0.03%
25,000
131
$289K 0.03%
4,453
132
$287K 0.03%
5,575
+72
133
$286K 0.03%
810
134
$283K 0.03%
2,251
+220
135
$279K 0.03%
3,887
-3
136
$275K 0.02%
9,136
+33
137
$267K 0.02%
+5,841
138
$264K 0.02%
+7,835
139
$263K 0.02%
2,236
-45
140
$262K 0.02%
6,288
141
$258K 0.02%
5,394
-62
142
$257K 0.02%
5,022
+32
143
$255K 0.02%
+8,762
144
$245K 0.02%
+1,815
145
$243K 0.02%
6,119
-61
146
$238K 0.02%
1,179
-32
147
$236K 0.02%
+4,459
148
$235K 0.02%
967
-18
149
$232K 0.02%
5,167
+14
150
$223K 0.02%
3,096
3 4 5
6
7