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
76
$1.03M 0.14%
43,248
+1,548
77
$1.03M 0.14%
18,671
+1,367
78
$1.03M 0.14%
6,636
+201
79
$1.01M 0.14%
778
80
$997K 0.14%
6,180
-442
81
$988K 0.14%
12,869
-222
82
$953K 0.13%
14,737
+14
83
$860K 0.12%
13,495
-2,327
84
$856K 0.12%
9,994
+418
85
$831K 0.11%
5,428
+158
86
$749K 0.1%
14,285
+338
87
$716K 0.1%
10,817
-275
88
$634K 0.09%
43,909
+603
89
$616K 0.08%
3,866
90
$537K 0.07%
6,703
+407
91
$515K 0.07%
4,740
+635
92
$505K 0.07%
9,946
+1,551
93
$491K 0.07%
5,391
+1,978
94
$468K 0.06%
4,280
-240
95
$466K 0.06%
2,106
+93
96
$437K 0.06%
4,792
+1,374
97
$418K 0.06%
2,122
-129
98
$415K 0.06%
2,106
-11
99
$411K 0.06%
9,645
+956
100
$403K 0.06%
1,809
-10
2 3
4
5 6