RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

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

Top Buys

1
+$27.6M
2
+$16.7M
3
+$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 Change
in Stake 		Capital Flow
26
$346K 0.28%
+3,191
27
$314K 0.25%
+1,954
28
$313K 0.25%
+3,637
29
$298K 0.24%
+5,858
30
$294K 0.24%
+3,526
31
$291K 0.24%
+12,502
32
$289K 0.23%
+3,465
33
$264K 0.21%
+1,792
34
$237K 0.19%
+1,891
35
$233K 0.19%
+8,372
36
$228K 0.19%
+1,434
37
$216K 0.18%
+3,386
38
$216K 0.18%
+5,408
39
$215K 0.17%
+7,250
40
$214K 0.17%
+1,160
41
$211K 0.17%
+2,436
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