RWM

Riverchase Wealth Management Portfolio holdings

AUM $192M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.4M
3
+$2.28M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.4M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$926K

Top Sells

1
+$2.21M
2
+$363K
3
+$263K
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$259K
5
IAPR icon
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
1
$19.9M 11.3%
277,256
+41,755
2
$16.6M 9.4%
348,966
+19,676
3
$16.3M 9.24%
422,941
-59,265
4
$15M 8.51%
351,211
+16,924
5
$14.8M 8.37%
450,521
+4,887
6
$13.2M 7.5%
493,419
+85,673
7
$12.2M 6.94%
324,307
+38,131
8
$4.38M 2.48%
7,154
+27
9
$4.13M 2.34%
128,749
+3,097
10
$3.43M 1.94%
31,553
+6,036
11
$2.63M 1.49%
47,549
12
$2.48M 1.41%
+29,603
13
$2.43M 1.38%
40,613
+8
14
$2.37M 1.34%
97,615
+13,123
15
$2.26M 1.28%
86,052
16
$2.21M 1.25%
55,663
17
$2.19M 1.24%
11,728
-51
18
$2.09M 1.18%
83,021
-933
19
$2.08M 1.18%
41,437
-2,769
20
$1.83M 1.04%
75,364
+15,522
21
$1.55M 0.88%
25,378
22
$1.47M 0.83%
57,249
23
$1.38M 0.78%
58,997
-1,006
24
$1.19M 0.67%
6,119
-599
25
$1.19M 0.67%
9,975
1
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