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
$174M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$2.91M
3
+$2.41M
4
CVX icon
Chevron
CVX
+$976K
5
PFE icon
Pfizer
PFE
+$882K

Top Sells

1
+$5.48M
2
+$479K
3
+$454K
4
NVO icon
Novo Nordisk
NVO
+$423K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$285K

Sector Composition

1 Healthcare 20.62%
2 Communication Services 12.51%
3 Consumer Discretionary 11.88%
4 Technology 11.43%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.62%
208,509
-14,379
27
$1.78M 1.02%
21,288
+6,420
28
$1.45M 0.83%
18,513
-1,381
29
$1.18M 0.68%
88,227
+11,958
30
$1.17M 0.67%
21,703
+15,519
31
$1.08M 0.62%
36,654
+20,920
32
$1.08M 0.62%
83,184
-1,772
33
$1.06M 0.61%
77,878
-9,074
34
$946K 0.54%
16,569
+5,645
35
$882K 0.51%
+31,382
36
$842K 0.48%
5,529
+3,842
37
$782K 0.45%
28,696
-200,932
38
$779K 0.45%
+16,790
39
$779K 0.45%
+9,461
40
$699K 0.4%
+17,075
41
$689K 0.4%
+8,998
42
$633K 0.36%
+22,241
43
$592K 0.34%
+4,596
44
$537K 0.31%
12,300
45
$522K 0.3%
7,392
-600
46
$522K 0.3%
+10,292
47
$512K 0.29%
13,655
+7,661
48
$410K 0.24%
6,649
+99
49
$396K 0.23%
29,600
+126
50
$334K 0.19%
1,624
-30
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