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
51
$384K 0.24%
5,599
+921
52
$363K 0.23%
+9,619
53
$351K 0.22%
8,294
+21
54
$349K 0.22%
6,778
+1,892
55
$322K 0.2%
2,810
56
$317K 0.2%
1,452
57
$314K 0.2%
3,227
58
$308K 0.2%
2,861
59
$281K 0.18%
1,149
60
$280K 0.18%
6,484
-5,070
61
$263K 0.17%
853
62
$259K 0.16%
+7,463
63
$232K 0.15%
+786
64
$228K 0.14%
+7,785
65
$219K 0.14%
+786
66
$217K 0.14%
+7,501
67
$204K 0.13%
1,895
-225
68
$204K 0.13%
+369
69
– –
-2,582
70
– –
-6,224
71
– –
-5,540
72
– –
-6,805
73
– –
-8,719
1 2
3