RIM
RW Investment Management Portfolio holdings
AUM
$897M
This Quarter Return
+5.53%
1 Year Return
+10.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$804M
AUM Growth
+$804M
(+8.7%)
Cap. Flow
+$25M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
88.62%
Holding
95
New
6
Increased
24
Reduced
20
Closed
1
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.42M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$296K |
| 3 |
Dimensional National Municipal Bond ETF
DFNM
|
$239K |
| 4 |
Chevron
CVX
|
$105K |
| 5 |
Costco
COST
|
$94K |
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Financials | 1.01% |
| 3 | Industrials | 0.96% |
| 4 | Consumer Staples | 0.89% |
| 5 | Consumer Discretionary | 0.62% |
