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
$1.11B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.56M
3
+$2.3M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.21M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.02M

Top Sells

1
+$4.33M
2
+$1.46M
3
+$1.37M
4
TFC icon
Truist Financial
TFC
+$1.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.21M

Sector Composition

1 Technology 7.67%
2 Healthcare 3.16%
3 Financials 3.09%
4 Consumer Discretionary 2.53%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$220K 0.02%
1,295
+2
152
$219K 0.02%
+1,042
153
$217K 0.02%
+6,565
154
$214K 0.02%
+2,406
155
$213K 0.02%
1,961
+15
156
$208K 0.02%
+2,174
157
$207K 0.02%
+292
158
$206K 0.02%
+5,539
159
$205K 0.02%
+4,019
160
$204K 0.02%
+2,411
161
$200K 0.02%
+731
162
– –
-5,162
163
– –
-5,450
164
– –
-27,571
165
– –
-3,510
3 4 5 6
7