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
$143M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$5.67M
3
+$3.84M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.7M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$691K

Top Sells

1
+$8.74M
2
+$1.41M
3
+$1.12M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$362K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$237K

Sector Composition

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
26
$1.04M 0.73%
9,975
27
$1.01M 0.71%
27,250
-37,964
28
$764K 0.54%
28,367
-3,513
29
$747K 0.52%
20,671
-774
30
$744K 0.52%
21,740
31
$742K 0.52%
12,718
32
$732K 0.51%
23,452
+21
33
$732K 0.51%
33,417
-287
34
$717K 0.5%
12,280
35
$672K 0.47%
25,105
36
$670K 0.47%
1,785
37
$669K 0.47%
29,857
+11,452
38
$643K 0.45%
3,195
39
$590K 0.41%
24,303
-81
40
$571K 0.4%
12,125
+4,714
41
$565K 0.4%
18,337
-2,037
42
$550K 0.38%
19,526
43
$527K 0.37%
13,395
+5,824
44
$491K 0.34%
19,229
45
$470K 0.33%
17,153
-1,741
46
$459K 0.32%
11,554
-3,530
47
$441K 0.31%
6,654
-454
48
$422K 0.3%
6,835
49
$422K 0.3%
6,465
50
$366K 0.26%
2,000
1
2
3