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
$542M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.68M
3
+$2.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.76M

Top Sells

1
+$610K
2
+$368K
3
+$365K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$348K
5
FULT icon
Fulton Financial
FULT
+$344K

Sector Composition

1 Financials 4.85%
2 Healthcare 4.81%
3 Technology 4.34%
4 Consumer Discretionary 3.64%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.7M 12.29%
1,086,277
+53,692
2
$44.2M 8.15%
3,781,446
+228,978
3
$37.1M 6.84%
125,974
+8,407
4
$26.7M 4.92%
1,402,032
+85,500
5
$20.1M 3.7%
379,658
-4,584
6
$19.7M 3.63%
1,226,816
+109,920
7
$18.2M 3.36%
1,020,036
+83,768
8
$15.1M 2.79%
168,310
+10,915
9
$12.7M 2.34%
327,205
+46,170
10
$12.2M 2.24%
155,568
+4,946
11
$11.9M 2.2%
454,870
+9,109
12
$10.5M 1.94%
204,382
+17,735
13
$10.4M 1.92%
157,413
+5,141
14
$9.8M 1.81%
73,155
-1,290
15
$8.77M 1.62%
195,620
-6,300
16
$8.73M 1.61%
92,200
-1,540
17
$7.81M 1.44%
29,541
-403
18
$7.39M 1.36%
63,400
-1,296
19
$7.33M 1.35%
43,887
-1,890
20
$6.88M 1.27%
23,425
-211
21
$6.71M 1.24%
58,269
+7,325
22
$6.66M 1.23%
47,855
+38
23
$6.37M 1.17%
59,297
+12,040
24
$6.3M 1.16%
50,086
+7,657
25
$6.26M 1.15%
116,180
-700
1
2 3 4 5