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
$814M
AUM Growth
-$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4.99M
3
+$2.24M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.43M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.17M

Top Sells

1
+$4.71M
2
+$3.78M
3
+$3.31M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.19M
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$569K

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
– –
-5,178
102
– –
-1,545
103
– –
-1,521
1 2 3 4
5