RWM

Riverchase Wealth Management Portfolio holdings

AUM $192M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.4M
3
+$2.28M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.4M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$926K

Top Sells

1
+$2.21M
2
+$363K
3
+$263K
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$259K
5
IAPR icon
Innovator International Developed Power Buffer ETF April
IAPR
+$228K

Sector Composition

1 Financials 2.04%
2 Technology 0.98%
3 Energy 0.32%
4 Consumer Staples 0.31%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.26%
6,835
52
$463K 0.26%
+10,784
53
$451K 0.26%
+9,889
54
$421K 0.24%
5,599
55
$412K 0.23%
13,208
-208
56
$400K 0.23%
+10,356
57
$374K 0.21%
+8,675
58
$364K 0.21%
7,945
-349
59
$334K 0.19%
3,227
60
$323K 0.18%
2,861
61
$307K 0.17%
+12,030
62
$296K 0.17%
2,810
63
$289K 0.16%
1,029
-423
64
$268K 0.15%
6,054
-430
65
$262K 0.15%
801
+15
66
$254K 0.14%
+7,983
67
$249K 0.14%
414
+45
68
$240K 0.14%
7,626
+125
69
$234K 0.13%
+4,679
70
$229K 0.13%
1,149
71
$222K 0.13%
786
72
$208K 0.12%
1,830
-65
73
$201K 0.11%
+5,265
74
– –
-853
75
– –
-7,785
1 2
3
4