RWM
Riverchase Wealth Management Portfolio holdings
AUM
$177M
1-Year Est. Return
8.64%
1 Year Est. Return
+8.64%
AUM
$177M
AUM Growth
+$18.9M
(+12%)
Holding
77
Top Buys
| 1 | +$3M | |
| 2 | +$2.48M | |
| 3 | +$2.3M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$1.44M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$936K |
Top Sells
| 1 | +$2.29M | |
| 2 | +$363K | |
| 3 | +$263K | |
| 4 |
Innovator US Equity Ultra Buffer ETF May
UMAY
|
+$259K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Innovator US Equity Power Buffer ETF May
PMAY
$613M
| – | – |
-9,619
|
|
||
|
77
Innovator US Equity Ultra Buffer ETF May
UMAY
$59.1M
| – | – |
-7,463
|
|