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
$216K
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.06K
2
+$3.93K
3
+$3.92K
4
LMT icon
Lockheed Martin
LMT
+$1.33K
5
MAA icon
Mid-America Apartment Communities
MAA
+$554

Top Sells

1
+$5.67M
2
+$4.38M
3
+$239K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$216K
5
IBM icon
IBM
IBM
+$214K

Sector Composition

1 Financials 32.29%
2 Healthcare 16.15%
3 Communication Services 9.67%
4 Consumer Discretionary 9.08%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.4K 26.17%
103,643
+7,226
2
$10.3K 4.79%
1,276,410
-595,686
3
$8.84K 4.1%
303,678
-9,936
4
$8.5K 3.94%
59,936
-1,548
5
$7.14K 3.31%
67,980
-1,108
6
$7.07K 3.28%
43,751
-384
7
$7.06K 3.28%
+181,540
8
$6.87K 3.19%
70,596
+534
9
$6.66K 3.09%
107,388
+2,739
10
$6.49K 3.01%
23,988
-30,797
11
$6.04K 2.8%
229,628
-2,240
12
$5.93K 2.75%
56,391
+1,711
13
$5.89K 2.73%
69,471
+2,228
14
$5.66K 2.63%
42,877
+368
15
$5.53K 2.57%
29,153
+1,334
16
$5.47K 2.54%
87,130
+5,442
17
$5.45K 2.53%
69,698
-376
18
$5.24K 2.43%
57,721
+6,104
19
$4.66K 2.16%
39,414
+3,176
20
$4.64K 2.15%
116,054
+11,894
21
$4.13K 1.92%
19,040
+6,141
22
$3.92K 1.82%
+115,260
23
$3.77K 1.75%
41,846
+4,647
24
$3.27K 1.52%
31,819
-155
25
$2.98K 1.38%
222,888
-18,492
1
2 3