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
51
$340K 0.24%
2,861
52
$318K 0.22%
8,273
-29,031
53
$300K 0.21%
8,719
-425
54
$281K 0.2%
+4,678
55
$274K 0.19%
3,227
56
$261K 0.18%
6,805
57
$261K 0.18%
853
-40
58
$251K 0.18%
+4,886
59
$234K 0.16%
+6,224
60
$232K 0.16%
1,149
61
$227K 0.16%
2,582
-555
62
$218K 0.15%
3,811
+63
63
$212K 0.15%
2,120
64
$206K 0.14%
5,540
-468
65
$204K 0.14%
2,810
66
$203K 0.14%
1,452
-161
67
– –
-5,486
68
– –
-12,960
1 2
3