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
76
$1.49M 0.13%
778
77
$1.44M 0.12%
4,378
+300
78
$1.31M 0.11%
7,007
+49
79
$1.28M 0.11%
14,400
-1,585
80
$1.24M 0.11%
5,106
+101
81
$1.24M 0.11%
21,575
+48
82
$1.22M 0.1%
14,551
+547
83
$1.21M 0.1%
+3,412
84
$1.16M 0.1%
14,532
+6
85
$1.15M 0.1%
15,810
+1,064
86
$1.13M 0.1%
6,663
-2,075
87
$1.07M 0.09%
57,500
+8,307
88
$1.05M 0.09%
16,641
+649
89
$1.02M 0.09%
12,354
-23
90
$1.01M 0.09%
+6,000
91
$1M 0.09%
10,481
+11
92
$998K 0.09%
10,341
-4,065
93
$998K 0.09%
15,046
+94
94
$976K 0.08%
13,990
-957
95
$955K 0.08%
33,805
-526
96
$932K 0.08%
27,509
-7,085
97
$928K 0.08%
2,819
98
$928K 0.08%
12,628
-1,709
99
$909K 0.08%
4,598
+13
100
$907K 0.08%
9,714
2 3
4
5 6