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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
EMGF icon
26
iShares Emerging Markets Equity Factor ETF
EMGF
$1.93B
$1.43M 0.3%
+23,613
IJR icon
27
iShares Core S&P Small-Cap ETF
IJR
$107B
$1.41M 0.3%
11,325
+47
SPYV icon
28
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.5B
$1.41M 0.3%
24,839
+81
QUS icon
29
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$1.4M 0.3%
8,151
-620
VGT icon
30
Vanguard Information Technology ETF
VGT
$144B
$1.35M 0.29%
15,496
+16
GS icon
31
Goldman Sachs
GS
$322B
$973K 0.21%
1,150
+5
IAU icon
32
iShares Gold Trust
IAU
$67.4B
$950K 0.2%
10,779
-2,094
NVDA icon
33
NVIDIA
NVDA
$5.07T
$916K 0.2%
5,254
+91
JNJ icon
34
Johnson & Johnson
JNJ
$565B
$797K 0.17%
3,260
-16
ITB icon
35
iShares US Home Construction ETF
ITB
$2.76B
$778K 0.17%
8,596
+17
YUMC icon
36
Yum China
YUMC
$15.2B
$777K 0.17%
15,925
AMZN icon
37
Amazon
AMZN
$2.65T
$775K 0.17%
3,723
VB icon
38
Vanguard Small-Cap ETF
VB
$80B
$727K 0.15%
2,774
+20
APOG icon
39
Apogee Enterprises
APOG
$858M
$696K 0.15%
20,754
ACN icon
40
Accenture
ACN
$102B
$663K 0.14%
3,345
-5
BND icon
41
Vanguard Total Bond Market
BND
$157B
$662K 0.14%
8,984
+449
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.52T
$600K 0.13%
2,090
-76
HD icon
43
Home Depot
HD
$335B
$579K 0.12%
1,760
+12
INDA icon
44
iShares MSCI India ETF
INDA
$6.91B
$572K 0.12%
12,208
WTW icon
45
Willis Towers Watson
WTW
$24.4B
$474K 0.1%
1,630
+194
IHI icon
46
iShares US Medical Devices ETF
IHI
$3.1B
$454K 0.1%
8,511
+7
UFEB icon
47
Innovator US Equity Ultra Buffer ETF February
UFEB
$247M
$398K 0.08%
10,976
-566
VTR icon
48
Ventas
VTR
$40.8B
$393K 0.08%
4,811
IWD icon
49
iShares Russell 1000 Value ETF
IWD
$77.1B
$392K 0.08%
1,833
LPLA icon
50
LPL Financial
LPLA
$24.1B
$383K 0.08%
1,273
+1
1
2
3