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:
Pro Tip: Market Index
The Market Index (in blue) that is used for comparison is the Vanguard Total Stock Market Index (VTSAX). You can find more information on this fund here:
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.
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
