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RWM

Riverchase Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 14.84%
This Fund
S&P 500
This Quarter Est. Return
+0.13%
1 Year Est. Return
+14.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$143M
AUM Growth
+$9.11M
Cap. Flow
+$9.43M
Cap. Flow %
6.6%
Top 10 Hldgs %
68.62%
Holding
68
New
3
Increased
19
Reduced
24
Closed
2

Top Buys

Rank Stock Value
1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$7.46M
2
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.88M
3
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.03M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.74M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$685K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.19M
2
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$1.43M
3
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.18M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$356K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$237K

Sector Composition

Rank Sector Weight
1 Technology 0.94%
2 Financials 0.89%
3 Consumer Staples 0.52%
4 Consumer Discretionary 0.26%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
26
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.04M 0.73%
9,975
– –
PJUN icon
27
Innovator US Equity Power Buffer ETF June
PJUN
$947M
$1.01M 0.71%
27,250
-37,964
-58% -$1.43M
DIHP icon
28
Dimensional International High Profitability ETF
DIHP
$6.23B
$764K 0.54%
28,367
-3,513
-11% -$93.9K
FNDF icon
29
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$747K 0.52%
20,671
-774
-4% -$27.3K
KDP icon
30
Keurig Dr Pepper
KDP
$42.6B
$744K 0.52%
21,740
– –
EEMV icon
31
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.36B
$742K 0.52%
12,718
– –
DFAI
32
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$732K 0.51%
23,452
+21
+0.1% +$648
HEGD icon
33
Swan Hedged Equity US Large Cap ETF
HEGD
$704M
$732K 0.51%
33,417
-287
-0.9% -$6.46K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$121B
$717K 0.5%
12,280
– –
IBMN
35
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$672K 0.47%
25,105
– –
MSFT icon
36
Microsoft
MSFT
$2.93T
$670K 0.47%
1,785
– –
IBTH icon
37
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$669K 0.47%
29,857
+11,452
+62% +$255K
MGC icon
38
Vanguard Mega Cap 300 Index ETF
MGC
$9.78B
$643K 0.45%
3,195
– –
EELV icon
39
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$429M
$590K 0.41%
24,303
-81
-0.3% -$1.95K
HYDB icon
40
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$571K 0.4%
12,125
+4,714
+64% +$223K
FNDE icon
41
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$565K 0.4%
18,337
-2,037
-10% -$61.6K
DFSV
42
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$550K 0.38%
19,526
– –
DFIV icon
43
Dimensional International Value ETF
DFIV
$20.9B
$527K 0.37%
13,395
+5,824
+77% +$222K
IBMO icon
44
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$581M
$491K 0.34%
19,229
– –
FNDA icon
45
Schwab Fundamental US Small Company Index ETF
FNDA
$9.13B
$470K 0.33%
17,153
-1,741
-9% -$50.9K
IQLT icon
46
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$459K 0.32%
11,554
-3,530
-23% -$139K
AVDE icon
47
Avantis International Equity ETF
AVDE
$17.7B
$441K 0.31%
6,654
-454
-6% -$29.5K
DGRO icon
48
iShares Core Dividend Growth ETF
DGRO
$43.1B
$422K 0.3%
6,835
– –
AVLV icon
49
Avantis US Large Cap Value ETF
AVLV
$17.9B
$422K 0.3%
6,465
– –
DASH icon
50
DoorDash
DASH
$84.8B
$366K 0.26%
2,000
– –
1
2
3

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TSS
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CMBA
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Riverchase Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Riverchase Wealth Management held 68 positions worth $143M, up 6.8% from $134M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Riverchase Wealth Management deployed $9.43M of net new capital in Q1 2025, opening 3 new positions and adding to 19 existing holdings. Its largest new stake was Avantis Emerging Markets Equity ETF: 4,678 shares worth $281K.

By sector, the portfolio is most concentrated in Technology at 0.94% of assets, down from 1.2% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $9.19M trimmed.

  • Riverchase Wealth Management's largest Q1 2025 buy was Avantis Emerging Markets Equity ETF: 4,678 shares worth $281K.
  • Riverchase Wealth Management added most to PIMCO Multi Sector Bond Active ETF in Q1 2025, an estimated $7.46M increase.
  • Riverchase Wealth Management's biggest Q1 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $9.19M.
  • Riverchase Wealth Management fully exited Invesco International Dividend Achievers ETF in Q1 2025, selling an estimated $237K.
  • Riverchase Wealth Management's ten largest holdings make up 69% of its $143M portfolio in Q1 2025.
  • Riverchase Wealth Management opened 3 new positions and closed 2 in Q1 2025.
  • Riverchase Wealth Management's portfolio value rose 6.8% quarter-over-quarter to $143M.

Based on Riverchase Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.