RLWM
RF&L Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
+6.37%
1 Year Return
+14.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+7.5%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
55.41%
Holding
59
New
3
Increased
13
Reduced
20
Closed
1
Top Buys
| 1 |
CrowdStrike
CRWD
|
$982K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$427K |
| 3 |
Merck
MRK
|
$329K |
| 4 |
NVIDIA
NVDA
|
$259K |
| 5 |
Pfizer
PFE
|
$206K |
Top Sells
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$253K |
| 2 |
Procter & Gamble
PG
|
$218K |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$136K |
| 4 |
Exxon Mobil
XOM
|
$120K |
| 5 |
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% |
