RIM

RW Investment Management Portfolio holdings

AUM $970M
1-Year Est. Return 10.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$821M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$15.8M
3
+$3.88M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.01M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.12M

Top Sells

1
+$9.44M
2
+$4.52M
3
+$499K
4
PAYX icon
Paychex
PAYX
+$363K
5
WM icon
Waste Management
WM
+$352K

Sector Composition

1 Technology 2.1%
2 Financials 1.14%
3 Consumer Staples 1%
4 Industrials 0.85%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-537
102
– –
-737
1 2 3 4
5