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
51
$325K 0.19%
+3,900
52
$319K 0.18%
+4,996
53
$319K 0.18%
3,117
54
$256K 0.15%
2,305
55
$242K 0.14%
1,840
-30
56
$233K 0.13%
+2,000
57
$227K 0.13%
+27,660
58
$220K 0.13%
1,992
59
$209K 0.12%
+3,300
60
$206K 0.12%
2,237
-2,122
61
– –
-6,505
62
– –
-24,748
63
– –
-26,487
64
– –
-22,066
65
– –
-13,972
1 2
3