RLWM
RF&L Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
+7.07%
1 Year Return
+14.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+6.3%)
Cap. Flow
+$967K
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
60.82%
Holding
50
New
3
Increased
14
Reduced
15
Closed
–
Top Buys
| 1 |
RVNC
Revance Therapeutics, Inc.
RVNC
|
$644K |
| 2 |
NVIDIA
NVDA
|
$331K |
| 3 |
Tesla
TSLA
|
$252K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$142K |
| 5 |
Amazon
AMZN
|
$93K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$207K |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$167K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$152K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$82.2K |
| 5 |
AbbVie
ABBV
|
$72.5K |
Sector Composition
| 1 | Technology | 9.82% |
| 2 | Healthcare | 6.63% |
| 3 | Consumer Staples | 3.38% |
| 4 | Consumer Discretionary | 2.83% |
| 5 | Communication Services | 1.36% |
