RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$937K
3
+$849K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$605K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$486K

Top Sells

1
+$552K
2
+$521K
3
+$246K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$200K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$166K

Sector Composition

1 Technology 2.38%
2 Healthcare 0.67%
3 Financials 0.54%
4 Industrials 0.49%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYV icon
26
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$1.45M 0.32%
26,258
-3,008
VGT icon
27
Vanguard Information Technology ETF
VGT
$113B
$1.44M 0.32%
1,934
+3
THR icon
28
Thermon Group Holdings
THR
$1.16B
$1.35M 0.3%
50,360
+830
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$1.31M 0.29%
10,985
+474
NVDA icon
30
NVIDIA
NVDA
$4.37T
$996K 0.22%
5,340
GS icon
31
Goldman Sachs
GS
$243B
$956K 0.21%
1,200
+5
IAU icon
32
iShares Gold Trust
IAU
$65.9B
$937K 0.21%
+12,873
ITB icon
33
iShares US Home Construction ETF
ITB
$2.66B
$918K 0.2%
8,564
+10
APOG icon
34
Apogee Enterprises
APOG
$790M
$904K 0.2%
20,754
AMZN icon
35
Amazon
AMZN
$2.5T
$817K 0.18%
3,723
HD icon
36
Home Depot
HD
$356B
$704K 0.15%
1,738
-21
VB icon
37
Vanguard Small-Cap ETF
VB
$68.8B
$696K 0.15%
2,736
+9
ORCL icon
38
Oracle
ORCL
$573B
$691K 0.15%
2,456
-344
YUMC icon
39
Yum China
YUMC
$17.3B
$684K 0.15%
15,925
BND icon
40
Vanguard Total Bond Market
BND
$142B
$644K 0.14%
8,657
-395
INDA icon
41
iShares MSCI India ETF
INDA
$9.55B
$636K 0.14%
12,208
JNJ icon
42
Johnson & Johnson
JNJ
$495B
$604K 0.13%
3,257
-225
GOOG icon
43
Alphabet (Google) Class C
GOOG
$3.8T
$538K 0.12%
2,208
-22
LPLA icon
44
LPL Financial
LPLA
$28.7B
$514K 0.11%
1,545
+2
IHI icon
45
iShares US Medical Devices ETF
IHI
$4.29B
$510K 0.11%
8,496
+9
WTW icon
46
Willis Towers Watson
WTW
$30.7B
$496K 0.11%
1,436
IBIT icon
47
iShares Bitcoin Trust
IBIT
$66.4B
$486K 0.11%
+7,470
SYK icon
48
Stryker
SYK
$142B
$475K 0.1%
1,285
+2
UFEB icon
49
Innovator US Equity Ultra Buffer ETF February
UFEB
$159M
$413K 0.09%
+11,542
IWD icon
50
iShares Russell 1000 Value ETF
IWD
$67.6B
$373K 0.08%
1,833
-507
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