RWM
RKL Wealth Management Portfolio holdings
AUM
$1.22B
1-Year Est. Return
16.82%
This Fund
S&P 500
1 Year Est. Return
+16.82%
AUM
$1.17B
AUM Growth
+$35.5M
(+3.1%)
Holding
183
Top Buys
| 1 | +$2.28M | |
| 2 | +$1.78M | |
| 3 | +$1.57M | |
| 4 |
SPDR Gold Trust
GLD
|
+$1.09M |
| 5 |
Agnico Eagle Mines
AEM
|
+$824K |
Top Sells
| 1 | +$7.6M | |
| 2 | +$4.27M | |
| 3 | +$3.18M | |
| 4 |
NVIDIA
NVDA
|
+$2.81M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Marathon Petroleum
MPC
$61.9B
| $203K | 0.02% |
+1,054
|
|
||
177
Valero Energy
VLO
$65.5B
| $200K | 0.02% |
+1,176
|
|
||
178
SFL Corp
SFL
$1.5B
| $188K | 0.02% |
25,000
|
|
||
179
Accenture
ACN
$127B
| – | – |
-811
|
|
||
180
Vanguard Value ETF
VTV
$171B
| – | – |
-1,229
|
|
||
181
Veralto
VLTO
$24.1B
| – | – |
-2,026
|
|
||
182
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
| – | – |
-2,150
|
|
||
183
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| – | – |
-717
|
|