RWM
Riverchase Wealth Management Portfolio holdings
AUM
$158M
This Quarter Return
+6.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+10%)
Cap. Flow
+$6.57M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
68.42%
Holding
73
New
7
Increased
26
Reduced
14
Closed
5
Top Buys
| 1 |
Dimensional US High Profitability ETF
DUHP
|
$1.66M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$1.38M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$758K |
| 4 |
Avantis US Equity ETF
AVUS
|
$685K |
| 5 |
Avantis International Equity ETF
AVDE
|
$443K |
Top Sells
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Financials | 0.78% |
| 3 | Consumer Staples | 0.46% |
| 4 | Consumer Discretionary | 0.31% |
| 5 | Energy | 0.2% |
