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
$1.12B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$5.8M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M

Top Sells

1
+$15.4M
2
+$6.87M
3
+$3.74M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.28M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M

Sector Composition

1 Technology 8.17%
2 Financials 3.36%
3 Consumer Discretionary 2.7%
4 Healthcare 2.69%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$475K 0.04%
5,314
+20
127
$472K 0.04%
7,584
+2,303
128
$458K 0.04%
1,928
-30
129
$452K 0.04%
12,342
+56
130
$430K 0.04%
5,689
+150
131
$429K 0.04%
2,573
-46
132
$427K 0.04%
3,773
-112
133
$425K 0.04%
+1,477
134
$419K 0.04%
1,698
-196
135
$410K 0.04%
715
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136
$405K 0.04%
+10,188
137
$404K 0.04%
5,840
-704
138
$403K 0.04%
380
+1
139
$402K 0.04%
+6,083
140
$402K 0.04%
10,098
141
$358K 0.03%
13,106
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142
$344K 0.03%
34,724
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143
$332K 0.03%
1,785
144
$312K 0.03%
+2,698
145
$305K 0.03%
5,156
-2,246
146
$290K 0.03%
4,453
147
$290K 0.03%
2,252
+1
148
$280K 0.02%
795
-15
149
$274K 0.02%
9,166
+30
150
$272K 0.02%
5,654
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6
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