RLWM
RF&L Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
+7%
1 Year Return
+14.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+6.2%)
Cap. Flow
+$17.6K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
60.41%
Holding
52
New
2
Increased
13
Reduced
18
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$247K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$201K |
| 3 |
Eli Lilly
LLY
|
$174K |
| 4 |
Dimensional US Equity ETF
DFUS
|
$153K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
$115K |
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% |
