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
51
$322K 0.24%
+9,144
52
$308K 0.23%
+2,861
53
$305K 0.23%
+8,278
54
$291K 0.22%
+3,137
55
$281K 0.21%
+1,149
56
$275K 0.21%
+3,227
57
$269K 0.2%
+1,613
58
$269K 0.2%
+7,571
59
$266K 0.2%
+6,805
60
$261K 0.2%
+893
61
$237K 0.18%
+12,960
62
$228K 0.17%
+6,008
63
$222K 0.17%
+2,120
64
$220K 0.16%
+5,486
65
$216K 0.16%
+3,748
1 2
3