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
126
$227K 0.03%
4,545
-107
127
$223K 0.03%
4,645
128
$223K 0.03%
+2,197
129
$220K 0.03%
1,266
-127
130
$220K 0.03%
3,153
-72
131
$217K 0.03%
5,198
+992
132
$208K 0.03%
+9,942
133
$207K 0.03%
880
+1
134
$202K 0.03%
1,488
+40
135
$202K 0.03%
+3,701
136
$200K 0.03%
547
137
$200K 0.03%
11,112
138
– –
-39,246
139
– –
-3,075
140
– –
-4,485
141
– –
-23,701
142
– –
-1,571
143
– –
-1,778
144
– –
-25,761
145
– –
-4,136
146
– –
-452
147
– –
-4,254
148
– –
-1,189
149
– –
-2,467
2 3 4 5
6