RWM

Riverchase Wealth Management Portfolio holdings

AUM $177M
1-Year Est. Return 8.64%
This Quarter Est. Return
1 Year Est. Return
+8.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$5.67M
3
+$3.84M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.7M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$691K

Top Sells

1
+$8.74M
2
+$1.41M
3
+$1.12M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$362K
5
PID icon
Invesco International Dividend Achievers ETF
PID
+$237K

Sector Composition

1 Technology 0.94%
2 Financials 0.89%
3 Consumer Staples 0.52%
4 Consumer Discretionary 0.26%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 11.02%
477,028
-264,778
2
$15.1M 10.6%
321,814
+6,144
3
$14.6M 10.25%
238,654
+62,595
4
$13.3M 9.32%
316,348
+16,439
5
$12.3M 8.61%
442,926
-13,033
6
$9.38M 6.56%
355,792
+285,004
7
$7.94M 5.56%
239,627
+171,222
8
$3.7M 2.59%
7,191
-28
9
$3.3M 2.31%
124,823
+7,370
10
$2.57M 1.8%
51,161
+293
11
$2.43M 1.7%
47,663
-2,132
12
$2.2M 1.54%
93,339
-1,292
13
$2.19M 1.53%
43,046
-576
14
$2.17M 1.52%
12,573
-723
15
$2.01M 1.4%
79,747
+2,721
16
$1.99M 1.4%
55,663
+47,385
17
$1.8M 1.26%
74,331
+7,596
18
$1.73M 1.21%
18,726
+3,469
19
$1.32M 0.92%
25,378
-251
20
$1.31M 0.92%
55,997
+3,562
21
$1.27M 0.89%
2,387
22
$1.23M 0.86%
57,249
23
$1.19M 0.84%
6,991
-158
24
$1.13M 0.79%
46,723
+15,421
25
$1.05M 0.73%
45,647
+5,010
1
2 3