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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$14.5M
3
+$12.4M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.8M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.24%
2 Financials 0.81%
3 Consumer Staples 0.52%
4 Consumer Discretionary 0.25%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$927K 0.69%
+40,637
27
$804K 0.6%
+31,880
28
$765K 0.57%
+12,280
29
$755K 0.56%
+33,704
30
$753K 0.56%
+1,785
31
$750K 0.56%
+31,302
32
$738K 0.55%
+12,718
33
$712K 0.53%
+21,445
34
$698K 0.52%
+21,740
35
$684K 0.51%
+23,431
36
$679K 0.51%
+3,195
37
$668K 0.5%
+25,105
38
$601K 0.45%
+19,526
39
$592K 0.44%
+20,374
40
$571K 0.43%
+24,384
41
$561K 0.42%
+18,894
42
$560K 0.42%
+15,084
43
$490K 0.37%
+19,229
44
$436K 0.33%
+7,108
45
$432K 0.32%
+6,465
46
$419K 0.31%
+6,835
47
$409K 0.31%
+18,405
48
$370K 0.28%
+2,810
49
$348K 0.26%
+7,411
50
$336K 0.25%
+2,000
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