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
101
$378K 0.05%
9,264
+28
102
$377K 0.05%
1,734
+5
103
$375K 0.05%
12,422
-2,567
104
$374K 0.05%
4,458
+14
105
$361K 0.05%
5,733
+385
106
$356K 0.05%
1,189
+15
107
$353K 0.05%
3,323
+15
108
$353K 0.05%
11,818
+3,219
109
$336K 0.05%
4,920
110
$331K 0.05%
1,022
-43
111
$330K 0.05%
12,149
+394
112
$318K 0.04%
8,114
+519
113
$311K 0.04%
1,773
+1
114
$309K 0.04%
+28,428
115
$302K 0.04%
1,344
-252
116
$284K 0.04%
+1,625
117
$273K 0.04%
1,526
+175
118
$265K 0.04%
1,707
+404
119
$265K 0.04%
1,403
+3
120
$254K 0.03%
1,941
-18
121
$243K 0.03%
1,226
122
$241K 0.03%
1,884
+407
123
$237K 0.03%
9,821
+602
124
$231K 0.03%
2,507
125
$227K 0.03%
4,943
+394
2 3 4
5
6