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
176
$203K 0.02%
+1,054
177
$200K 0.02%
+1,176
178
$188K 0.02%
25,000
179
– –
-811
180
– –
-2,026
181
– –
-12,900
182
– –
-717
183
– –
-1,229
4 5 6 7
8