RWM

Riverchase Wealth Management Portfolio holdings

AUM $184M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.36M
3
+$748K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$636K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$419K

Top Sells

1
+$350K
2
+$300K
3
+$261K
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$234K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$227K

Sector Composition

1 Technology 1.28%
2 Financials 0.78%
3 Consumer Staples 0.46%
4 Consumer Discretionary 0.31%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.69%
47,261
+1,614
27
$1.08M 0.69%
27,250
28
$1.03M 0.65%
29,819
+6,367
29
$936K 0.59%
12,643
+5,989
30
$888K 0.56%
1,785
31
$828K 0.53%
28,142
+8,616
32
$808K 0.51%
27,396
-971
33
$799K 0.51%
12,718
34
$788K 0.5%
19,702
-969
35
$785K 0.5%
33,417
36
$762K 0.48%
12,280
37
$731K 0.46%
17,069
+3,674
38
$719K 0.46%
21,740
39
$719K 0.46%
3,195
40
$718K 0.46%
31,929
+2,072
41
$676K 0.43%
25,255
+150
42
$635K 0.4%
24,303
43
$598K 0.38%
12,594
+469
44
$571K 0.36%
17,286
-1,051
45
$521K 0.33%
7,637
+1,172
46
$493K 0.31%
2,000
47
$493K 0.31%
19,229
48
$476K 0.3%
8,377
+4,566
49
$437K 0.28%
6,835
50
$384K 0.24%
13,416
-3,737
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