RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.11M
3
+$3.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.83M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.68M

Top Sells

1
+$5.22M
2
+$3.33M
3
+$3.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.67M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$2.58M

Sector Composition

1 Technology 8.43%
2 Financials 3.58%
3 Consumer Staples 2.69%
4 Consumer Discretionary 2.57%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$312K 0.03%
7,553
+1,376
152
$303K 0.03%
7,530
+6
153
$300K 0.03%
1,042
154
$293K 0.03%
2,169
-83
155
$284K 0.02%
4,453
156
$281K 0.02%
2,274
-12
157
$281K 0.02%
1,091
+75
158
$278K 0.02%
6,425
-23
159
$273K 0.02%
1,940
+171
160
$272K 0.02%
7,083
161
$271K 0.02%
5,815
+85
162
$266K 0.02%
6,288
163
$263K 0.02%
943
-13
164
$258K 0.02%
+1,408
165
$247K 0.02%
2,906
-56
166
$242K 0.02%
811
+27
167
$242K 0.02%
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168
$229K 0.02%
+4,634
169
$219K 0.02%
+2,131
170
$217K 0.02%
+1,229
171
$208K 0.02%
25,000
172
$205K 0.02%
+2,026
173
$204K 0.02%
+2,741
174
$204K 0.02%
+717
175
$203K 0.02%
+1,600
4 5 6
7
8