RWM
RKL Wealth Management Portfolio holdings
AUM
$1.17B
1-Year Est. Return
13.87%
1 Year Est. Return
+13.87%
AUM
$1.14B
AUM Growth
+$76.4M
(+7.2%)
Holding
180
Top Buys
| 1 | +$4.8M | |
| 2 | +$4.32M | |
| 3 | +$4.01M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.04M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$2.83M |
Top Sells
| 1 | +$5.64M | |
| 2 | +$3.36M | |
| 3 | +$3.26M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$2.84M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$2.62M |
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 | |
|---|---|---|---|---|---|---|
176
Vanguard Information Technology ETF
VGT
$109B
| $202K | 0.02% |
+305
|
|
||
177
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
| – | – |
-16,663
|
|
||
178
SPDR MSCI ACWI ex-US ETF
CWI
$2.19B
| – | – |
-15,544
|
|
||
179
iShares Russell 2000 Growth ETF
IWO
$12.6B
| – | – |
-1,353
|
|
||
180
iShares National Muni Bond ETF
MUB
$40.2B
| – | – |
-1,943
|
|