RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
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
MKL icon
76
Markel Group
MKL
$26.2B
$1.49M 0.13%
778
AVGO icon
77
Broadcom
AVGO
$1.51T
$1.44M 0.12%
4,378
+300
HSY icon
78
Hershey
HSY
$47.8B
$1.31M 0.11%
7,007
+49
DGRW icon
79
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$1.28M 0.11%
14,400
-1,585
GOOG icon
80
Alphabet (Google) Class C
GOOG
$3.71T
$1.24M 0.11%
5,106
+101
USXF icon
81
iShares ESG Advanced MSCI USA ETF
USXF
$1.23B
$1.24M 0.11%
21,575
+48
MRK icon
82
Merck
MRK
$300B
$1.22M 0.1%
14,551
+547
GLD icon
83
SPDR Gold Trust
GLD
$188B
$1.21M 0.1%
+3,412
VUG icon
84
Vanguard Growth ETF
VUG
$195B
$1.16M 0.1%
2,422
+1
OKE icon
85
Oneok
OKE
$54.2B
$1.15M 0.1%
15,810
+1,064
DHI icon
86
D.R. Horton
DHI
$44.7B
$1.13M 0.1%
6,663
-2,075
FULT icon
87
Fulton Financial
FULT
$3.76B
$1.07M 0.09%
57,500
+8,307
EMN icon
88
Eastman Chemical
EMN
$8.59B
$1.05M 0.09%
16,641
+649
IXUS icon
89
iShares Core MSCI Total International Stock ETF
IXUS
$56.6B
$1.02M 0.09%
12,354
-23
AEM icon
90
Agnico Eagle Mines
AEM
$126B
$1.01M 0.09%
+6,000
IJK icon
91
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10B
$1M 0.09%
10,481
+11
IWR icon
92
iShares Russell Mid-Cap ETF
IWR
$49.6B
$998K 0.09%
10,341
-4,065
KO icon
93
Coca-Cola
KO
$345B
$998K 0.09%
15,046
+94
NKE icon
94
Nike
NKE
$90.3B
$976K 0.08%
13,990
-957
T icon
95
AT&T
T
$196B
$955K 0.08%
33,805
-526
SPIB icon
96
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$932K 0.08%
27,509
-7,085
CEG icon
97
Constellation Energy
CEG
$118B
$928K 0.08%
2,819
VXUS icon
98
Vanguard Total International Stock ETF
VXUS
$138B
$928K 0.08%
12,628
-1,709
MTB icon
99
M&T Bank
MTB
$32.7B
$909K 0.08%
4,598
+13
EFA icon
100
iShares MSCI EAFE ETF
EFA
$76.2B
$907K 0.08%
9,714
2 3
4
5 6