RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$925M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$3.53M
3 +$1.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.52M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.46M

Sector Composition

1 Technology 6.8%
2 Healthcare 3.35%
3 Financials 3.31%
4 Consumer Discretionary 2.68%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$201K 0.02%
1,042
-6
152
$200K 0.02%
+2,174
153
$173K 0.02%
+25,000
154
-41,787
155
-7,479