RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $425M
This Quarter Return
+1.44%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
100%
Top 10 Hldgs %
85.92%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–

Top Buys

1
SCHF icon
Schwab International Equity ETF
SCHF
$27.6M
2
VO icon
Vanguard Mid-Cap ETF
VO
$16.7M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$10.9M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
$9.35M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.66%
2 Industrials 0.57%
3 Technology 0.57%
4 Healthcare 0.38%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DIS icon
26
Walt Disney
DIS
$213B
$346K 0.28%
+3,191
New +$346K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.09T
$314K 0.25%
+1,954
New +$314K
XOM icon
28
Exxon Mobil
XOM
$487B
$313K 0.25%
+3,637
New +$313K
FAB icon
29
First Trust Multi Cap Value AlphaDEX Fund
FAB
$123M
$298K 0.24%
+5,858
New +$298K
VNQ icon
30
Vanguard Real Estate ETF
VNQ
$34.6B
$294K 0.24%
+3,526
New +$294K
IAU icon
31
iShares Gold Trust
IAU
$50.6B
$291K 0.24%
+25,003
New +$291K
JPM icon
32
JPMorgan Chase
JPM
$829B
$289K 0.23%
+3,465
New +$289K
GE icon
33
GE Aerospace
GE
$292B
$264K 0.21%
+8,586
New +$264K
VGT icon
34
Vanguard Information Technology ETF
VGT
$99.7B
$237K 0.19%
+1,891
New +$237K
ITB icon
35
iShares US Home Construction ETF
ITB
$3.18B
$233K 0.19%
+8,372
New +$233K
BA icon
36
Boeing
BA
$177B
$228K 0.19%
+1,434
New +$228K
AMLP icon
37
Alerian MLP ETF
AMLP
$10.7B
$216K 0.18%
+16,932
New +$216K
ORCL icon
38
Oracle
ORCL
$635B
$216K 0.18%
+5,408
New +$216K
BX icon
39
Blackstone
BX
$134B
$215K 0.17%
+7,250
New +$215K
FDX icon
40
FedEx
FDX
$54.5B
$214K 0.17%
+1,160
New +$214K
PG icon
41
Procter & Gamble
PG
$368B
$211K 0.17%
+2,436
New +$211K
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