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RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $470M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.76M
3
+$1.47M
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$837K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$779K

Top Sells

1
+$210K
2
+$192K
3
+$183K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$109K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$74.2K

Sector Composition

1 Technology 1.51%
2 Industrials 0.75%
3 Healthcare 0.65%
4 Financials 0.5%
5 Consumer Discretionary 0.45%
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
$15.5B
$80.9M 17.21%
646,369
+4,307
SCHF icon
2
Schwab International Equity ETF
SCHF
$67.2B
$57.6M 12.26%
2,328,048
-2,442
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$234B
$55.1M 11.71%
859,108
-1,124
VO icon
4
Vanguard Mid-Cap ETF
VO
$106B
$50.2M 10.68%
699,068
+10,032
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$37.5M 7.99%
1,157,772
+14,946
IVV icon
6
iShares Core S&P 500 ETF
IVV
$822B
$26.4M 5.61%
40,379
+634
FBND icon
7
Fidelity Total Bond ETF
FBND
$26.4B
$23.8M 5.07%
522,603
+38,218
VOO icon
8
Vanguard S&P 500 ETF
VOO
$991B
$23M 4.89%
38,423
+1,041
VV icon
9
Vanguard Large-Cap ETF
VV
$52.9B
$15M 3.19%
50,232
-118
FREL icon
10
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$15M 3.18%
555,858
+30,075
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$122B
$13.8M 2.93%
204,136
+5,139
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$38B
$10.1M 2.15%
114,145
-151
SCHP icon
13
Schwab US TIPS ETF
SCHP
$15.7B
$7.2M 1.53%
270,587
+29,181
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$110B
$4.12M 0.88%
19,148
+52
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
$3.92M 0.83%
26,739
+74
AAPL icon
16
Apple
AAPL
$4.4T
$3.09M 0.66%
12,176
+6
AVEM icon
17
Avantis Emerging Markets Equity ETF
AVEM
$26.3B
$2.76M 0.59%
+34,219
IWB icon
18
iShares Russell 1000 ETF
IWB
$48.5B
$2.73M 0.58%
7,659
+18
THR
19
DELISTED
Thermon Group Holdings
THR
$2.63M 0.56%
52,108
+740
IWM icon
20
iShares Russell 2000 ETF
IWM
$80.6B
$2.42M 0.51%
9,749
+16
MSFT icon
21
Microsoft
MSFT
$2.91T
$2.05M 0.44%
5,543
+26
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$72.3B
$2.05M 0.44%
79,820
+26
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$2.03M 0.43%
37,566
-3,270
ABBV icon
24
AbbVie
ABBV
$392B
$1.88M 0.4%
8,639
-23
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$128B
$1.48M 0.32%
13,896
+8
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