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
$729M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.87M
3
+$2.35M
4
NVDA icon
NVIDIA
NVDA
+$2.12M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.71M

Top Sells

1
+$5.38M
2
+$2.79M
3
+$1.98M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$596K
5
OSK icon
Oshkosh
OSK
+$428K

Sector Composition

1 Technology 5.88%
2 Healthcare 4.59%
3 Financials 3.71%
4 Consumer Discretionary 2.42%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.34M 1.01%
37,254
-65
27
$7.29M 1%
120,731
-883
28
$5.98M 0.82%
287,376
+9,888
29
$5.58M 0.77%
40,601
-357
30
$5.11M 0.7%
23,956
+103
31
$4.98M 0.68%
89,324
-116
32
$4.78M 0.66%
99,103
+6,958
33
$4.32M 0.59%
167,354
+816
34
$4.17M 0.57%
+17,266
35
$3.68M 0.5%
36,171
+12,186
36
$3.63M 0.5%
151,756
-2,796
37
$3.48M 0.48%
24,003
+78
38
$3.4M 0.47%
230,721
-3,834
39
$3.35M 0.46%
8,894
40
$3.33M 0.46%
8,442
+12
41
$2.85M 0.39%
187,900
+140,180
42
$2.76M 0.38%
35,895
+641
43
$2.68M 0.37%
18,665
+288
44
$2.53M 0.35%
14,957
+2,317
45
$2.45M 0.34%
9,918
+138
46
$2.43M 0.33%
8,901
-10
47
$2.32M 0.32%
22,693
+132
48
$2.3M 0.32%
25,200
+64
49
$2.21M 0.3%
6,367
+290
50
$2.16M 0.3%
12,392
+29
1
2
3 4 5