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
$1.01B
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.97M
3
+$2.34M
4
NVO icon
Novo Nordisk
NVO
+$1.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.24M

Top Sells

1
+$3.03M
2
+$1.86M
3
+$1.33M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.12M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$715K

Sector Composition

1 Technology 7.02%
2 Healthcare 3.38%
3 Financials 3.28%
4 Consumer Discretionary 2.65%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.02%
+1,233
152
$208K 0.02%
1,932
-136
153
$208K 0.02%
3,050
-125
154
$207K 0.02%
1,711
-1,333
155
$205K 0.02%
+3,543
156
$205K 0.02%
+897
157
$172K 0.02%
25,000
158
$170K 0.02%
4,381
+2
159
– –
-2,174
160
– –
-798
161
– –
-4,167
162
– –
-525
3 4 5 6
7