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
$198M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$484K
3
+$411K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$389K
5
AAPL icon
Apple
AAPL
+$388K

Top Sells

1
+$1.35M
2
+$1.06M
3
+$853K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$533K
5
FLXS icon
Flexsteel Industries
FLXS
+$513K

Sector Composition

1 Healthcare 19.15%
2 Consumer Discretionary 13.35%
3 Communication Services 12.04%
4 Technology 11.17%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.44M 4.76%
1,097,424
-61,926
2
$8.62M 4.35%
54,191
-1,005
3
$7.03M 3.54%
46,063
+173
4
$6.93M 3.49%
53,993
+55
5
$6.85M 3.45%
170,460
-3,240
6
$6.85M 3.45%
67,326
-1,020
7
$6.84M 3.45%
70,189
-4,178
8
$6.5M 3.27%
101,635
-1,020
9
$6.3M 3.17%
67,816
+989
10
$6.3M 3.17%
109,302
-464
11
$6.28M 3.17%
150,080
+760
12
$6.08M 3.07%
59,111
+3,411
13
$6.06M 3.05%
64,478
-349
14
$5.88M 2.97%
66,684
-811
15
$5.86M 2.95%
40,549
-955
16
$5.84M 2.94%
280,820
-41,000
17
$5.78M 2.91%
24,090
+162
18
$5.59M 2.82%
30,649
-99
19
$5.55M 2.8%
53,070
-388
20
$5.53M 2.79%
47,974
+910
21
$5.39M 2.72%
45,628
+1,685
22
$4.71M 2.37%
89,413
-25,600
23
$4.5M 2.27%
149,183
-150
24
$4.31M 2.17%
111,329
-1,380
25
$4.06M 2.05%
64,216
+3,297
1
2 3 4