RIM
RW Investment Management Portfolio holdings
AUM
$897M
1-Year Est. Return
10.25%
1 Year Est. Return
+10.25%
AUM
$814M
AUM Growth
-$7.03M
(-0.86%)
Holding
103
Top Buys
| 1 | +$6.11M | |
| 2 | +$4.63M | |
| 3 | +$2.13M | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.44M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.09M |
Top Sells
| 1 | +$4.79M | |
| 2 | +$3.54M | |
| 3 | +$3.13M | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$2.15M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Avantis International Equity ETF
AVDE
$9.68B
| – | – |
-6,589
|
|
||
102
iShares Core MSCI EAFE ETF
IEFA
$158B
| – | – |
-3,070
|
|
||
103
WisdomTree US Efficient Core Fund
NTSX
$1.3B
| – | – |
-5,178
|
|