RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $466M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.13M
3
+$1.1M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.03M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$761K

Top Sells

1
+$2.29M
2
+$686K
3
+$590K
4
AAPL icon
Apple
AAPL
+$165K
5
LPLA icon
LPL Financial
LPLA
+$96.6K

Sector Composition

1 Technology 1.79%
2 Healthcare 0.65%
3 Industrials 0.57%
4 Financials 0.52%
5 Consumer Discretionary 0.48%
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
$14.3B
$85M 18.25%
642,062
-5,230
SCHF icon
2
Schwab International Equity ETF
SCHF
$58.8B
$56M 12.03%
2,330,490
+47,606
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$207B
$53.7M 11.54%
860,232
+5,981
VO icon
4
Vanguard Mid-Cap ETF
VO
$93.4B
$50M 10.74%
172,259
+3,791
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.3B
$36M 7.73%
1,142,826
+22,347
IVV icon
6
iShares Core S&P 500 ETF
IVV
$711B
$27.2M 5.85%
39,745
-869
VOO icon
7
Vanguard S&P 500 ETF
VOO
$853B
$23.4M 5.03%
37,382
+75
FBND icon
8
Fidelity Total Bond ETF
FBND
$25.1B
$22.3M 4.79%
484,385
+35,214
VV icon
9
Vanguard Large-Cap ETF
VV
$46.5B
$15.9M 3.4%
50,350
-24
FREL icon
10
Fidelity MSCI Real Estate Index ETF
FREL
$1.37B
$14.1M 3.04%
525,783
+27,878
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$106B
$13.1M 2.82%
198,997
-406
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$36.1B
$10.1M 2.17%
114,296
+3,419
SCHP icon
13
Schwab US TIPS ETF
SCHP
$15.8B
$6.39M 1.37%
241,406
+38,564
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$101B
$4.2M 0.9%
19,096
+150
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$4.13M 0.89%
26,665
+24
AAPL icon
16
Apple
AAPL
$3.73T
$3.31M 0.71%
12,170
-616
IWB icon
17
iShares Russell 1000 ETF
IWB
$45.1B
$2.85M 0.61%
7,641
+69
MSFT icon
18
Microsoft
MSFT
$2.97T
$2.67M 0.57%
5,517
+11
IWM icon
19
iShares Russell 2000 ETF
IWM
$70.2B
$2.4M 0.51%
9,733
+31
VWO icon
20
Vanguard FTSE Emerging Markets ETF
VWO
$112B
$2.2M 0.47%
40,836
+1,019
SCHX icon
21
Schwab US Large- Cap ETF
SCHX
$62.9B
$2.15M 0.46%
79,794
+26
ABBV icon
22
AbbVie
ABBV
$389B
$1.98M 0.43%
8,662
+60
THR icon
23
Thermon Group Holdings
THR
$1.63B
$1.91M 0.41%
51,368
+1,008
IWF icon
24
iShares Russell 1000 Growth ETF
IWF
$115B
$1.64M 0.35%
3,472
+41
QUS icon
25
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$1.53M 0.33%
8,771
+71
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