RWM

Riverchase Wealth Management Portfolio holdings

AUM $158M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$14.5M
3
+$12.4M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.8M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.24%
2 Financials 0.81%
3 Consumer Staples 0.52%
4 Consumer Discretionary 0.25%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 19.19%
+741,806
2
$14.5M 10.88%
+315,670
3
$12.4M 9.26%
+299,909
4
$11.8M 8.81%
+455,959
5
$11.3M 8.45%
+176,059
6
$3.89M 2.91%
+7,219
7
$3.08M 2.3%
+117,453
8
$2.56M 1.91%
+50,868
9
$2.55M 1.9%
+49,795
10
$2.45M 1.83%
+65,214
11
$2.31M 1.73%
+68,405
12
$2.25M 1.68%
+13,296
13
$2.24M 1.68%
+94,631
14
$2.09M 1.56%
+43,622
15
$1.93M 1.44%
+77,026
16
$1.83M 1.37%
+70,788
17
$1.61M 1.2%
+66,735
18
$1.51M 1.13%
+37,304
19
$1.48M 1.11%
+15,257
20
$1.3M 0.97%
+57,249
21
$1.27M 0.95%
+7,149
22
$1.23M 0.92%
+25,629
23
$1.22M 0.91%
+52,435
24
$1.15M 0.86%
+9,975
25
$1.08M 0.81%
+2,387
1
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