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
$1.22B
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$6.42M
3
+$4.39M
4
V icon
Visa
V
+$1.49M
5
DUK icon
Duke Energy
DUK
+$1.37M

Top Sells

1
+$6.23M
2
+$1.29M
3
+$1.05M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$977K
5
NVDA icon
NVIDIA
NVDA
+$895K

Sector Composition

1 Technology 8.42%
2 Financials 3.59%
3 Communication Services 2.6%
4 Consumer Discretionary 2.36%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTWO icon
126
Vanguard Russell 2000 ETF
VTWO
$14.2B
$536K 0.04%
5,385
+21
BIBL icon
127
Inspire 100 ETF
BIBL
$403M
$525K 0.04%
11,638
+1,948
ESGU icon
128
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
$511K 0.04%
3,430
+11
CSX icon
129
CSX Corp
CSX
$80.3B
$496K 0.04%
13,694
+113
ABT icon
130
Abbott
ABT
$198B
$495K 0.04%
3,953
+138
GS icon
131
Goldman Sachs
GS
$258B
$489K 0.04%
557
-211
ACNB icon
132
ACNB Corp
ACNB
$524M
$488K 0.04%
10,098
DHR icon
133
Danaher
DHR
$146B
$483K 0.04%
2,112
+21
LMT icon
134
Lockheed Martin
LMT
$156B
$475K 0.04%
982
-8
FRAF icon
135
Franklin Financial Services
FRAF
$237M
$463K 0.04%
9,218
+11
BAC icon
136
Bank of America
BAC
$359B
$459K 0.04%
8,341
+1,389
HEI.A icon
137
HEICO Corp Class A
HEI.A
$34.3B
$451K 0.04%
1,787
ORRF icon
138
Orrstown Financial Services
ORRF
$712M
$444K 0.04%
12,526
+65
F icon
139
Ford
F
$53.4B
$441K 0.04%
33,614
-360
YORW icon
140
York Water
YORW
$478M
$438K 0.04%
13,756
-713
SLV icon
141
iShares Silver Trust
SLV
$46.5B
$432K 0.04%
6,711
LOW icon
142
Lowe's Companies
LOW
$144B
$403K 0.03%
1,673
-63
HON icon
143
Honeywell
HON
$157B
$395K 0.03%
2,025
-67
MS icon
144
Morgan Stanley
MS
$265B
$382K 0.03%
2,149
+206
MMM icon
145
3M
MMM
$85B
$377K 0.03%
2,357
+94
VTI icon
146
Vanguard Total Stock Market ETF
VTI
$583B
$375K 0.03%
1,119
+3
TJX icon
147
TJX Companies
TJX
$178B
$371K 0.03%
2,417
+143
AMAT icon
148
Applied Materials
AMAT
$295B
$367K 0.03%
1,427
+110
PFE icon
149
Pfizer
PFE
$155B
$366K 0.03%
14,684
SCHD icon
150
Schwab US Dividend Equity ETF
SCHD
$86B
$363K 0.03%
13,249
+11
4 5
6
7 8