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
$718M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.09M
3
+$5.86M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.92M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.23M

Top Sells

1
+$3.44M
2
+$714K
3
+$545K
4
VB icon
Vanguard Small-Cap ETF
VB
+$327K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$176K

Sector Composition

1 Technology 2.46%
2 Industrials 1.05%
3 Financials 0.94%
4 Consumer Staples 0.93%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.04%
1,121
+5
77
$281K 0.04%
997
+81
78
$276K 0.04%
2,830
-126
79
$255K 0.04%
515
-150
80
$248K 0.03%
3,549
+29
81
$247K 0.03%
1,480
+29
82
$240K 0.03%
+654
83
$233K 0.03%
2,050
-200
84
$232K 0.03%
+1,510
85
$208K 0.03%
+737
86
$208K 0.03%
2,285
87
$207K 0.03%
+1,570
88
$204K 0.03%
+3,763
89
$148K 0.02%
11,821
1 2 3
4