RWM

RKL Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 18.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.78M
3
+$1.57M
4
GLD icon
SPDR Gold Trust
GLD
+$1.09M
5
AEM icon
Agnico Eagle Mines
AEM
+$824K

Top Sells

1
+$7.6M
2
+$4.27M
3
+$3.18M
4
NVDA icon
NVIDIA
NVDA
+$2.81M
5
AMZN icon
Amazon
AMZN
+$2.2M

Sector Composition

1 Technology 8.44%
2 Financials 3.41%
3 Consumer Discretionary 2.38%
4 Consumer Staples 2.37%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.78M 0.58%
56,196
-9,264
27
$6.63M 0.56%
66,088
+1,233
28
$6.07M 0.52%
82,644
-6,660
29
$5.92M 0.5%
12,205
-2,068
30
$5.89M 0.5%
6,174
-726
31
$5.12M 0.44%
7,682
-216
32
$5.07M 0.43%
27,326
-482
33
$4.66M 0.4%
7,609
-782
34
$4.54M 0.39%
135,922
-15,469
35
$4.41M 0.38%
79,503
-4,452
36
$4.37M 0.37%
9,832
-939
37
$4.36M 0.37%
25,546
-2,446
38
$4.34M 0.37%
27,960
-1,463
39
$4.23M 0.36%
25,253
-616
40
$4.19M 0.36%
8,325
-138
41
$4.05M 0.35%
139,206
-8,403
42
$3.88M 0.33%
7,908
-251
43
$3.85M 0.33%
13,647
-381
44
$3.8M 0.32%
16,420
+177
45
$3.69M 0.31%
17,861
-1,163
46
$3.58M 0.31%
4,873
-808
47
$3.52M 0.3%
33,725
-2,533
48
$3.52M 0.3%
14,886
-2,193
49
$3.35M 0.29%
7,936
-1,077
50
$3.32M 0.28%
55,389
+144
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