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
$1.06B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$6.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.11M

Top Sells

1
+$34.3M
2
+$14.9M
3
+$8.47M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.15M
5
AMT icon
American Tower
AMT
+$1.18M

Sector Composition

1 Technology 7.88%
2 Financials 3.68%
3 Consumer Staples 2.86%
4 Healthcare 2.76%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$454K 0.04%
3,724
+10
127
$450K 0.04%
15,304
+1
128
$430K 0.04%
5,330
+16
129
$426K 0.04%
+4,319
130
$418K 0.04%
6,777
+1,621
131
$416K 0.04%
10,098
132
$415K 0.04%
+3,404
133
$409K 0.04%
1,754
+56
134
$409K 0.04%
1,716
+1
135
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14,141
+1,035
136
$391K 0.04%
716
+1
137
$377K 0.04%
14,888
-6,646
138
$377K 0.04%
1,786
+1
139
$374K 0.04%
5,466
-374
140
$369K 0.03%
12,305
-37
141
$360K 0.03%
2,573
142
$353K 0.03%
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143
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2,460
-3,722
144
$346K 0.03%
1,353
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145
$335K 0.03%
+2,279
146
$333K 0.03%
9,112
-2,000
147
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2,490
-208
148
$325K 0.03%
9,180
+14
149
$304K 0.03%
7,524
-2,664
150
$302K 0.03%
1,895
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4 5
6
7 8