RWM
Riverchase Wealth Management Portfolio holdings
AUM
$158M
This Quarter Return
-2.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.44%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$25.7M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
$14.5M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$12.4M |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
$11.8M |
| 5 |
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% |
