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
$141M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$427K
3
+$329K
4
NVDA icon
NVIDIA
NVDA
+$259K
5
PFE icon
Pfizer
PFE
+$206K

Top Sells

1
+$253K
2
+$218K
3
+$136K
4
XOM icon
Exxon Mobil
XOM
+$120K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$49.6K

Sector Composition

1 Technology 10.62%
2 Healthcare 6.23%
3 Consumer Staples 3.72%
4 Consumer Discretionary 3.59%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.21%
3,725
-250
52
$275K 0.19%
855
53
$254K 0.18%
1,725
54
$249K 0.18%
48,000
55
$247K 0.17%
4,697
56
$236K 0.17%
1,423
57
$225K 0.16%
1,625
58
$206K 0.15%
+7,120
59
– –
-1,322
1 2
3