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
$108M
AUM Growth
-$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$237K
2 +$201K
3 +$193K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.5K
5
AMZN icon
Amazon
AMZN
+$25.4K

Sector Composition

1 Technology 9.82%
2 Healthcare 6.23%
3 Consumer Staples 3.34%
4 Consumer Discretionary 3.31%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.22%
7,220
52
$212K 0.2%
9,075
+350
53
$202K 0.19%
1,387
54
-855