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
$356M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$9.73M
2 +$3.47M
3 +$3.26M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.46M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.19M

Top Sells

1 +$1.04M
2 +$1.04M
3 +$916K
4
MA icon
Mastercard
MA
+$893K
5
DIS icon
Walt Disney
DIS
+$884K

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