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
$1.06B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$6.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.79M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.11M

Top Sells

1
+$34.3M
2
+$14.9M
3
+$8.47M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.15M
5
AMT icon
American Tower
AMT
+$1.18M

Sector Composition

1 Technology 7.88%
2 Financials 3.68%
3 Consumer Staples 2.86%
4 Healthcare 2.76%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$300K 0.03%
7,189
+1,087
152
$298K 0.03%
956
+3
153
$294K 0.03%
1,070
-1,135
154
$292K 0.03%
6,448
+405
155
$292K 0.03%
5,730
+76
156
$278K 0.03%
2,286
+50
157
$275K 0.03%
2,252
158
$274K 0.03%
7,083
-941
159
$272K 0.03%
2,920
160
$266K 0.03%
4,453
161
$259K 0.02%
6,288
162
$245K 0.02%
784
-11
163
$241K 0.02%
1,042
164
$237K 0.02%
+6,177
165
$210K 0.02%
2,962
166
$206K 0.02%
1,769
+2
167
$205K 0.02%
25,000
168
$205K 0.02%
1,943
+10
169
$203K 0.02%
+1,016
170
– –
-588
171
– –
-6,447
172
– –
-5,874
173
– –
-693
174
– –
-7,708
175
– –
-3,138
4 5 6
7
8