RWM

Riverchase Wealth Management Portfolio holdings

AUM $184M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.36M
3
+$748K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$636K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$419K

Top Sells

1
+$350K
2
+$300K
3
+$261K
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$234K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$227K

Sector Composition

1 Technology 1.28%
2 Financials 0.78%
3 Consumer Staples 0.46%
4 Consumer Discretionary 0.31%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 10.96%
482,206
+5,178
2
$15.7M 9.99%
235,501
-3,153
3
$15.5M 9.83%
329,290
+7,476
4
$14.1M 8.96%
334,287
+17,939
5
$13.9M 8.79%
445,634
+2,708
6
$10.8M 6.87%
407,746
+51,954
7
$10.2M 6.46%
286,176
+46,549
8
$4.05M 2.57%
7,127
-64
9
$3.73M 2.37%
125,652
+829
10
$2.57M 1.63%
25,517
+6,791
11
$2.49M 1.58%
47,549
-114
12
$2.31M 1.47%
40,605
-2,441
13
$2.22M 1.41%
44,206
-6,955
14
$2.12M 1.34%
55,663
15
$2.11M 1.34%
83,954
+4,207
16
$2.11M 1.34%
86,052
-7,287
17
$2.08M 1.32%
11,779
-794
18
$2.05M 1.3%
84,492
+10,161
19
$1.46M 0.92%
25,378
20
$1.45M 0.92%
59,842
+13,119
21
$1.4M 0.89%
60,003
+4,006
22
$1.36M 0.87%
57,249
23
$1.23M 0.78%
6,718
-273
24
$1.23M 0.78%
2,525
+138
25
$1.09M 0.69%
9,975
1
2 3