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RWM
Riverchase Wealth Management Portfolio holdings
AUM
$192M
1-Year Est. Return
12.45%
This Fund
S&P 500
1 Year Est. Return
+12.45%
AUM
$192M
AUM Growth
+$7.81M
(+4.2%)
Holding
80
Top Buys
| 1 | +$2.7M | |
| 2 | +$1.78M | |
| 3 | +$1.77M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.51M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.3M |
Top Sells
| 1 | +$942K | |
| 2 | +$779K | |
| 3 | +$471K | |
| 4 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
+$407K |
| 5 |
Innovator International Developed Power Buffer ETF September
ISEP
|
+$260K |
Sector Composition
| 1 | Financials | 1.56% |
| 2 | Technology | 0.5% |
| 3 | Energy | 0.44% |
| 4 | Consumer Staples | 0.3% |
| 5 | Consumer Discretionary | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Innovator US Equity Power Buffer ETF September
PSEP
$847M
| – | – |
-10,784
|
|
||
77
UFP Technologies
UFPT
$1.85B
| – | – |
-979
|
|
||
78
Innovator US Equity Ultra Buffer ETF July
UJUL
$142M
| – | – |
-5,265
|
|
||
|
79
Innovator US Equity Ultra Buffer ETF September
USEP
$151M
| – | – |
-10,356
|
|
||
80
IBM
IBM
$258B
| – | – |
-786
|
|