RWM
Riverchase Wealth Management Portfolio holdings
AUM
$184M
1-Year Est. Return
13.16%
This Fund
S&P 500
1 Year Est. Return
+13.16%
AUM
$184M
AUM Growth
+$7.56M
(+4.3%)
Holding
78
Top Buys
| 1 | +$1.56M | |
| 2 | +$1.39M | |
| 3 | +$1.19M | |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$819K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$726K |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.38M | |
| 3 | +$707K | |
| 4 |
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
|
+$677K |
| 5 |
Agilysys
AGYS
|
+$296K |
Sector Composition
| 1 | Financials | 1.97% |
| 2 | Technology | 0.82% |
| 3 | Consumer Staples | 0.33% |
| 4 | Energy | 0.32% |
| 5 | Consumer Discretionary | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Agilysys
AGYS
$2.18B
| – | – |
-2,810
|
|
||
|
IBDQ
77
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-83,021
|
|
||
|
IBMN
78
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| – | – |
-25,255
|
|