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
51
$2.15M 0.3%
10,248
-22
52
$2.13M 0.29%
12,786
+600
53
$2M 0.27%
17,755
+311
54
$1.9M 0.26%
7,805
-153
55
$1.76M 0.24%
15,908
+472
56
$1.72M 0.24%
36,184
+1,265
57
$1.71M 0.23%
+7,661
58
$1.66M 0.23%
7,715
+95
59
$1.64M 0.23%
6,430
+270
60
$1.58M 0.22%
16,855
+224
61
$1.53M 0.21%
6,815
-139
62
$1.49M 0.2%
5,424
+431
63
$1.48M 0.2%
54,896
64
$1.46M 0.2%
40,895
+989
65
$1.44M 0.2%
11,110
+200
66
$1.4M 0.19%
14,647
+420
67
$1.38M 0.19%
9,761
+62
68
$1.28M 0.18%
9,051
+149
69
$1.27M 0.17%
6,963
+176
70
$1.25M 0.17%
2,440
-32
71
$1.23M 0.17%
51,658
-439
72
$1.18M 0.16%
13,146
+283
73
$1.15M 0.16%
2,672
+2
74
$1.14M 0.16%
24,780
+862
75
$1.07M 0.15%
20,732
-613
1 2
3
4 5