RWM

Riverchase Wealth Management Portfolio holdings

AUM $177M
1-Year Est. Return 8.64%
This Quarter Est. Return
1 Year Est. Return
+8.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.48M
3
+$2.3M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.44M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$936K

Top Sells

1
+$2.29M
2
+$363K
3
+$263K
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$259K
5
IAPR icon
Innovator International Developed Power Buffer ETF April
IAPR
+$228K

Sector Composition

1 Financials 2.04%
2 Technology 0.98%
3 Energy 0.32%
4 Consumer Staples 0.31%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.12M 0.64%
2,234
-291
PJUN icon
27
Innovator US Equity Power Buffer ETF June
PJUN
$720M
$1.12M 0.64%
27,250
DFAI icon
28
Dimensional International Core Equity Market ETF
DFAI
$12.4B
$1.1M 0.63%
30,373
+554
IBTG icon
29
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$1.09M 0.62%
47,667
+406
DFIV icon
30
Dimensional International Value ETF
DFIV
$15B
$1.01M 0.57%
21,979
+4,910
AVDE icon
31
Avantis International Equity ETF
AVDE
$11B
$1.01M 0.57%
12,818
+175
MSFT icon
32
Microsoft
MSFT
$3.59T
$925K 0.52%
1,785
DFSV icon
33
Dimensional US Small Cap Value ETF
DFSV
$5.85B
$896K 0.51%
28,142
FNDF icon
34
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
$855K 0.48%
19,908
+206
HEGD icon
35
Swan Hedged Equity US Large Cap ETF
HEGD
$595M
$833K 0.47%
33,417
DIHP icon
36
Dimensional International High Profitability ETF
DIHP
$4.9B
$815K 0.46%
26,806
-590
EEMV icon
37
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.81B
$812K 0.46%
12,718
IJH icon
38
iShares Core S&P Mid-Cap ETF
IJH
$102B
$801K 0.45%
12,280
IBTH icon
39
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.81B
$800K 0.45%
35,520
+3,591
MGC icon
40
Vanguard Mega Cap 300 Index ETF
MGC
$9.09B
$780K 0.44%
3,195
PAAA icon
41
PGIM AAA CLO ETF
PAAA
$5.51B
$681K 0.39%
13,225
+6,447
IBMN
42
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$677K 0.38%
25,255
EELV icon
43
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$413M
$647K 0.37%
24,303
HYDB icon
44
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
$620K 0.35%
12,965
+371
FNDE icon
45
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.12B
$616K 0.35%
17,041
-245
KDP icon
46
Keurig Dr Pepper
KDP
$39B
$555K 0.31%
21,740
AVLV icon
47
Avantis US Large Cap Value ETF
AVLV
$8.9B
$552K 0.31%
7,637
DASH icon
48
DoorDash
DASH
$97B
$544K 0.31%
2,000
IBMO icon
49
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$552M
$493K 0.28%
19,229
JEPI icon
50
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$482K 0.27%
8,439
+62
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