Sector and Style - RightCapital Help Center

The Sector and Style tab of RightCapital's Investment module provides a breakdown of the client's investments, identified by public ticker symbol, compared to a broad market index. You can access this module within the Investment > Sector and Style tab of each client plan:

This is a visual tool to empower you, the client's advisor, to efficiently diversify a portfolio based on a broad market index. You can hover your mouse over the 'Equity Sector' chart to view specific percentages for each sector. Switching to the 'Equity Style' subtab will display two equity distribution grids, comparing the client's portfolio to the market index.

Within both subtabs, you can click into the Action Items to see the most overweighted and underweighted categories in the client's portfolio.

Within the action items, you'll also have the option to adjust which stock market index to compare against. The current options are:

Vanguard Total Stock Market ETF (VTI)
Vanguard 500 Index Fund (VFIAX)
Vanguard Growth Index Fund (VIGAX)
Vanguard Small Cap Index Fund (VSMAX)
Vanguard Total Bond Market Index Fund (VBTLX)
Vanguard Balanced Index Fund (VBIAX)
Vanguard Total International Stock Index Fund (VTIAX)
iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Fidelity Total Market Index Fund (FSKAX)

Additionally, you can select "Custom" which will allow you to enter a ticker symbol. This will then pull the holdings info from Morningstar and display it in the Sector and Style tab.

Important Note:

The Sector and Style module pulls in holding information from the client's investments in the Net Worth section of the Profile. In order to utilize this module, a client's investments must be entered one of the following ways:

Linked using account aggregation
Linked using an advisor-level integration
Manually entered using the 'Enter Holdings / Asset Class' entry method