Riverchase Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$7.46M |
| 2 |
Dimensional US High Profitability ETF
DUHP
|
+$5.88M |
| 3 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$4.03M |
| 4 |
Innovator US Equity Power Buffer ETF February
PFEB
|
+$1.74M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$685K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$9.19M |
| 2 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$1.43M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.18M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$356K |
| 5 |
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% |
Similar funds
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.