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
VGT icon
26
Vanguard Information Technology ETF
VGT
$110B
$1.46M 0.31%
1,935
+1
SPYV icon
27
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32B
$1.41M 0.3%
24,758
-1,500
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$91.7B
$1.36M 0.29%
11,278
+293
IAU icon
29
iShares Gold Trust
IAU
$80.1B
$1.04M 0.22%
12,873
GS icon
30
Goldman Sachs
GS
$239B
$1.01M 0.22%
1,145
-55
NVDA icon
31
NVIDIA
NVDA
$4.42T
$963K 0.21%
5,163
-177
ACN icon
32
Accenture
ACN
$122B
$899K 0.19%
3,350
-9,003
AMZN icon
33
Amazon
AMZN
$2.31T
$859K 0.18%
3,723
ITB icon
34
iShares US Home Construction ETF
ITB
$2.48B
$826K 0.18%
8,579
+15
YUMC icon
35
Yum China
YUMC
$19B
$760K 0.16%
15,925
APOG icon
36
Apogee Enterprises
APOG
$712M
$756K 0.16%
20,754
VB icon
37
Vanguard Small-Cap ETF
VB
$71.2B
$710K 0.15%
2,754
+18
GOOG icon
38
Alphabet (Google) Class C
GOOG
$3.74T
$680K 0.15%
2,166
-42
JNJ icon
39
Johnson & Johnson
JNJ
$574B
$678K 0.15%
3,276
+19
INDA icon
40
iShares MSCI India ETF
INDA
$7.95B
$660K 0.14%
12,208
BND icon
41
Vanguard Total Bond Market
BND
$152B
$632K 0.14%
8,535
-122
HD icon
42
Home Depot
HD
$340B
$602K 0.13%
1,748
+10
IHI icon
43
iShares US Medical Devices ETF
IHI
$3.35B
$529K 0.11%
8,504
+8
ORCL icon
44
Oracle
ORCL
$445B
$480K 0.1%
2,461
+5
WTW icon
45
Willis Towers Watson
WTW
$27.4B
$472K 0.1%
1,436
LPLA icon
46
LPL Financial
LPLA
$23.5B
$454K 0.1%
1,272
-273
UFEB icon
47
Innovator US Equity Ultra Buffer ETF February
UFEB
$234M
$425K 0.09%
11,542
SYK icon
48
Stryker
SYK
$134B
$393K 0.08%
1,117
-168
IWD icon
49
iShares Russell 1000 Value ETF
IWD
$68.5B
$386K 0.08%
1,833
IBIT icon
50
iShares Bitcoin Trust
IBIT
$58.1B
$373K 0.08%
7,522
+52
1
2
3