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
$165M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.28M
3
+$1.27M
4
ADP icon
Automatic Data Processing
ADP
+$743K
5
AAPL icon
Apple
AAPL
+$731K

Top Sells

1
+$1.1M
2
+$1.05M
3
+$432K
4
MCD icon
McDonald's
MCD
+$429K
5
JNJ icon
Johnson & Johnson
JNJ
+$291K

Sector Composition

1 Healthcare 21.29%
2 Industrials 12.95%
3 Financials 10.69%
4 Technology 10.19%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 8.73%
1,746,024
+154,704
2
$9.18M 5.56%
343,878
+8,080
3
$8.97M 5.43%
66,785
+2,365
4
$7.96M 4.82%
73,482
+690
5
$7.76M 4.7%
74,020
+589
6
$7.44M 4.5%
239,100
+23,484
7
$6.49M 3.93%
42,829
+3,535
8
$6.4M 3.87%
55,517
+4,640
9
$6.38M 3.86%
95,391
+3,926
10
$6.26M 3.79%
43,387
+3,347
11
$6.04M 3.66%
69,902
+6,636
12
$5.51M 3.34%
74,766
+2,203
13
$5.5M 3.33%
64,264
+8,674
14
$5.27M 3.19%
96,178
+5,156
15
$4.9M 2.97%
177,185
+9,887
16
$4.71M 2.85%
86,555
+7,076
17
$4.69M 2.84%
44,704
+3,859
18
$3.61M 2.18%
20,971
+685
19
$3.29M 1.99%
42,550
-1,065
20
$3.28M 1.99%
32,645
-2,895
21
$3.22M 1.95%
64,270
+830
22
$3.21M 1.94%
34,995
-568
23
$3.03M 1.83%
48,682
+4,946
24
$2.95M 1.79%
30,279
-4,400
25
$2.72M 1.65%
67,798
+40,234
1
2 3