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
101
$896K 0.08%
16,193
+74
102
$877K 0.07%
2,541
-262
103
$829K 0.07%
4,128
104
$796K 0.07%
27,553
-10,216
105
$775K 0.07%
2,757
+265
106
$770K 0.07%
7,063
+6
107
$728K 0.06%
3,989
108
$714K 0.06%
5,270
109
$706K 0.06%
24,928
110
$699K 0.06%
29,779
-258
111
$692K 0.06%
4,950
-436
112
$686K 0.06%
1,810
+5
113
$669K 0.06%
7,978
-41
114
$631K 0.05%
16,980
-1,472
115
$624K 0.05%
5,452
116
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1,930
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117
$611K 0.05%
768
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118
$593K 0.05%
4,524
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119
$542K 0.05%
1,186
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120
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1,820
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121
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1,569
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122
$525K 0.04%
5,364
+19
123
$511K 0.04%
3,054
+350
124
$511K 0.04%
3,815
+54
125
$498K 0.04%
3,419
-314
3 4
5
6 7