RLWM

RF&L Wealth Management Portfolio holdings

AUM $170M
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.8%
2 Healthcare 6.06%
3 Consumer Discretionary 3.36%
4 Consumer Staples 3.31%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.19%
+8,725
52
$201K 0.18%
+855