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
$405M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$4.69M
3
+$4.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.23M

Top Sells

1
+$2.47M
2
+$1.14M
3
+$869K
4
MCD icon
McDonald's
MCD
+$846K
5
DIS icon
Walt Disney
DIS
+$729K

Sector Composition

1 Healthcare 7.13%
2 Financials 6.36%
3 Technology 5.36%
4 Communication Services 5.29%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,766
152
– –
-2,755
153
– –
-3,982
3 4 5 6
7