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
$132M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.34M
3
+$632K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$362K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$210K

Top Sells

1
+$215K
2
+$97.1K
3
+$75.8K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.8K
5
VV icon
Vanguard Large-Cap ETF
VV
+$53.2K

Sector Composition

1 Technology 0.68%
2 Industrials 0.56%
3 Financials 0.47%
4 Healthcare 0.41%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$317K 0.24%
1,902
-52
27
$314K 0.24%
7,016
+1,608
28
$310K 0.23%
3,758
+121
29
$302K 0.23%
5,924
+66
30
$302K 0.23%
12,502
31
$297K 0.22%
3,465
32
$295K 0.22%
3,553
+27
33
$294K 0.22%
3,299
+863
34
$283K 0.21%
2,517
-674
35
$264K 0.2%
8,372
36
$259K 0.2%
1,792
37
$255K 0.19%
1,892
+1
38
$254K 0.19%
1,434
39
$227K 0.17%
1,160
40
$219K 0.17%
3,436
+50
41
$210K 0.16%
+8,400
42
– –
-7,250
1
2