RWM

RKL Wealth Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
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
+$2.31M
2
+$1.84M
3
+$1.58M
4
GLD icon
SPDR Gold Trust
GLD
+$1.21M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.01M

Top Sells

1
+$7.9M
2
+$4.43M
3
+$3.23M
4
NVDA icon
NVIDIA
NVDA
+$3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.19M

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
LMT icon
126
Lockheed Martin
LMT
$102B
$494K 0.04%
990
-518
CSX icon
127
CSX Corp
CSX
$64.7B
$482K 0.04%
13,581
-1,557
TFC icon
128
Truist Financial
TFC
$59.8B
$477K 0.04%
10,438
-2,267
CSCO icon
129
Cisco
CSCO
$302B
$462K 0.04%
6,755
-49
HEI.A icon
130
HEICO Corp Class A
HEI.A
$33.8B
$454K 0.04%
1,787
+1
ACNB icon
131
ACNB Corp
ACNB
$502M
$445K 0.04%
10,098
HON icon
132
Honeywell
HON
$122B
$440K 0.04%
2,092
-789
YORW icon
133
York Water
YORW
$463M
$440K 0.04%
14,469
+42
LOW icon
134
Lowe's Companies
LOW
$137B
$436K 0.04%
1,736
+248
SCHR icon
135
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$433K 0.04%
17,230
-5,223
DUK icon
136
Duke Energy
DUK
$92.9B
$432K 0.04%
3,488
+1
BIBL icon
137
Inspire 100 ETF
BIBL
$357M
$431K 0.04%
9,690
+2,137
FRAF icon
138
Franklin Financial Services
FRAF
$237M
$424K 0.04%
9,207
+12
ORRF icon
139
Orrstown Financial Services
ORRF
$710M
$423K 0.04%
12,461
+69
FLXS icon
140
Flexsteel Industries
FLXS
$214M
$422K 0.04%
9,112
DHR icon
141
Danaher
DHR
$160B
$415K 0.04%
2,091
-2,087
F icon
142
Ford
F
$51.8B
$406K 0.03%
33,974
-1,107
PFE icon
143
Pfizer
PFE
$143B
$374K 0.03%
14,684
VTI icon
144
Vanguard Total Stock Market ETF
VTI
$564B
$366K 0.03%
1,116
-2,343
SCHD icon
145
Schwab US Dividend Equity ETF
SCHD
$70.4B
$361K 0.03%
13,238
+45
BAC icon
146
Bank of America
BAC
$389B
$359K 0.03%
6,952
-19
MMM icon
147
3M
MMM
$91B
$351K 0.03%
2,263
NOW icon
148
ServiceNow
NOW
$172B
$349K 0.03%
379
TJX icon
149
TJX Companies
TJX
$167B
$329K 0.03%
2,274
GE icon
150
GE Aerospace
GE
$306B
$328K 0.03%
1,091
4 5
6
7 8