RLWM
RF&L Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
+8.92%
1 Year Return
+14.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.1M
AUM Growth
–
Cap. Flow
+$97.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.35%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$12.9M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$8.47M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$6.87M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$6.39M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$6.03M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.19% |
| 2 | Healthcare | 6.88% |
| 3 | Consumer Staples | 3.5% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Financials | 1.29% |
