RIM

RW Investment Management Portfolio holdings

AUM $970M
1-Year Est. Return 10.36%
This Quarter Est. Return
1 Year Est. Return
+10.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$4.63M
3
+$2.13M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.09M

Top Sells

1
+$4.79M
2
+$3.54M
3
+$3.13M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.15M
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$536K

Sector Composition

1 Technology 1.86%
2 Consumer Staples 1.06%
3 Financials 1.04%
4 Industrials 0.82%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.07%
4,046
52
$577K 0.07%
4,720
53
$563K 0.07%
2,960
-40
54
$562K 0.07%
7,174
55
$521K 0.06%
2,050
56
$517K 0.06%
12,730
57
$515K 0.06%
11,565
58
$506K 0.06%
900
-426
59
$500K 0.06%
1,841
-50
60
$469K 0.06%
3,130
+297
61
$451K 0.06%
2,924
62
$447K 0.06%
954
-302
63
$425K 0.05%
1,640
-930
64
$424K 0.05%
5,920
-507
65
$424K 0.05%
2,741
66
$408K 0.05%
1,113
+2
67
$399K 0.05%
3,828
68
$370K 0.05%
2,795
69
$336K 0.04%
877
+8
70
$330K 0.04%
2,276
+3
71
$317K 0.04%
6,550
-221
72
$317K 0.04%
2,710
-2,232
73
$317K 0.04%
470
+8
74
$312K 0.04%
4,304
75
$311K 0.04%
997
1 2
3
4 5