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
$1.12B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$5.8M
3
+$5.53M
4
AAPL icon
Apple
AAPL
+$3.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.72M

Top Sells

1
+$15.4M
2
+$6.87M
3
+$3.74M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.28M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M

Sector Composition

1 Technology 8.17%
2 Financials 3.36%
3 Consumer Discretionary 2.7%
4 Healthcare 2.69%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.02%
8,024
+919
152
$270K 0.02%
2,236
153
$268K 0.02%
6,102
-17
154
$261K 0.02%
588
-63
155
$260K 0.02%
2,920
156
$257K 0.02%
6,288
157
$256K 0.02%
25,000
158
$253K 0.02%
6,316
+481
159
$249K 0.02%
953
-400
160
$246K 0.02%
7,708
+1,958
161
$242K 0.02%
6,043
+876
162
$232K 0.02%
+693
163
$228K 0.02%
+367
164
$222K 0.02%
+1,767
165
$220K 0.02%
+5,874
166
$219K 0.02%
1,042
167
$216K 0.02%
+3,072
168
$208K 0.02%
+2,962
169
$207K 0.02%
2,028
-878
170
$206K 0.02%
1,933
-28
171
$203K 0.02%
3,138
+42
172
$203K 0.02%
+843
173
– –
-1,295
174
– –
-1,815
175
– –
-967
4 5 6
7
8