RIM

RW Investment Management Portfolio holdings

AUM $897M
1-Year Est. Return 10.25%
This Quarter Est. Return
1 Year Est. Return
+10.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.6M
3
+$21M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$12.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.8M

Top Sells

1
+$2.62M
2
+$2.4M
3
+$842K
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$178K
5
AAPL icon
Apple
AAPL
+$81.9K

Sector Composition

1 Technology 3.41%
2 Financials 1.56%
3 Industrials 1.51%
4 Consumer Staples 1.15%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.05%
3,990
77
$245K 0.05%
6,676
-500
78
$225K 0.05%
+1,728
79
$225K 0.05%
3,517
80
$223K 0.05%
+1,840
81
$214K 0.04%
1,193
82
$206K 0.04%
2,284
83
$205K 0.04%
+1,116
84
$203K 0.04%
2,250
-300
85
$202K 0.04%
3,378
86
$115K 0.02%
11,821
87
$100K 0.02%
10,303
1 2 3
4