RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$9.49M
2 +$3.41M
3 +$3.2M
4
JPM icon
JPMorgan Chase
JPM
+$2.62M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.46M

Top Sells

1 +$1.02M
2 +$973K
3 +$923K
4
MCD icon
McDonald's
MCD
+$916K
5
EFX icon
Equifax
EFX
+$880K

Sector Composition

1 Healthcare 9.57%
2 Financials 7.81%
3 Communication Services 6.37%
4 Technology 6.2%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,373