RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $425M
1-Year Est. Return 12.54%
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.36M
3
+$1.73M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.52M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.09M

Top Sells

1
+$2.29M
2
+$921K
3
+$759K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$374K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

1 Technology 2.47%
2 Healthcare 0.62%
3 Industrials 0.53%
4 Consumer Discretionary 0.51%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$79.1M 18.6%
651,531
+19,437
SCHF icon
2
Schwab International Equity ETF
SCHF
$52.2B
$50.4M 11.85%
2,278,495
+14,767
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$178B
$48.8M 11.48%
855,776
+30,346
VO icon
4
Vanguard Mid-Cap ETF
VO
$87.4B
$46.7M 11%
167,059
+5,422
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.03B
$31.7M 7.46%
1,106,829
+37,945
IVV icon
6
iShares Core S&P 500 ETF
IVV
$658B
$25M 5.88%
40,288
+108
VOO icon
7
Vanguard S&P 500 ETF
VOO
$755B
$21.1M 4.98%
37,230
-72
FBND icon
8
Fidelity Total Bond ETF
FBND
$21.1B
$20M 4.69%
436,090
-49,960
VV icon
9
Vanguard Large-Cap ETF
VV
$45.9B
$14.4M 3.39%
50,574
-669
FREL icon
10
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$12.6M 2.97%
467,376
+17,341
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$99B
$12.4M 2.91%
199,542
+980
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$34B
$9.76M 2.3%
109,643
-1,855
VIG icon
13
Vanguard Dividend Appreciation ETF
VIG
$97.7B
$3.88M 0.91%
18,968
-41
SCHP icon
14
Schwab US TIPS ETF
SCHP
$14.4B
$3.81M 0.9%
+142,664
ACN icon
15
Accenture
ACN
$147B
$3.69M 0.87%
12,353
XLV icon
16
Health Care Select Sector SPDR Fund
XLV
$35.2B
$3.67M 0.86%
27,209
-6,830
IWB icon
17
iShares Russell 1000 ETF
IWB
$44.6B
$3.06M 0.72%
8,998
+22
MSFT icon
18
Microsoft
MSFT
$3.81T
$2.74M 0.65%
5,514
+9
AAPL icon
19
Apple
AAPL
$3.71T
$2.62M 0.62%
12,773
+13
SCHX icon
20
Schwab US Large- Cap ETF
SCHX
$60.6B
$2.14M 0.5%
87,369
-686
IWM icon
21
iShares Russell 2000 ETF
IWM
$69.9B
$2.09M 0.49%
9,676
+2,192
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$2.02M 0.48%
40,822
-551
ABBV icon
23
AbbVie
ABBV
$406B
$1.59M 0.37%
8,577
+78
QUS icon
24
SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$1.54M 0.36%
9,430
-219
SPYV icon
25
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.6B
$1.53M 0.36%
29,266
-473
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