RWM

Riverchase Wealth Management Portfolio holdings

AUM $192M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
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
+$2.9M
2
+$2.4M
3
+$2.28M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.4M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$926K

Top Sells

1
+$2.21M
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
26
$1.12M 0.64%
2,234
-291
27
$1.12M 0.64%
27,250
28
$1.1M 0.63%
30,373
+554
29
$1.09M 0.62%
47,667
+406
30
$1.01M 0.57%
21,979
+4,910
31
$1.01M 0.57%
12,818
+175
32
$925K 0.52%
1,785
33
$896K 0.51%
28,142
34
$855K 0.48%
19,908
+206
35
$833K 0.47%
33,417
36
$815K 0.46%
26,806
-590
37
$812K 0.46%
12,718
38
$801K 0.45%
12,280
39
$800K 0.45%
35,520
+3,591
40
$780K 0.44%
3,195
41
$681K 0.39%
13,225
+6,447
42
$677K 0.38%
25,255
43
$647K 0.37%
24,303
44
$620K 0.35%
12,965
+371
45
$616K 0.35%
17,041
-245
46
$555K 0.31%
21,740
47
$552K 0.31%
7,637
48
$544K 0.31%
2,000
49
$493K 0.28%
19,229
50
$482K 0.27%
8,439
+62
1
2
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