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
$142M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.24M
3
+$746K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$536K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$515K

Top Sells

1
+$3.67M
2
+$206K
3
+$171K
4
PWV icon
Invesco Large Cap Value ETF
PWV
+$91.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.6K

Sector Composition

1 Technology 0.65%
2 Financials 0.63%
3 Healthcare 0.58%
4 Industrials 0.56%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$364K 0.26%
2,601
27
$354K 0.25%
4,415
+657
28
$349K 0.25%
7,033
+17
29
$340K 0.24%
1,995
+93
30
$340K 0.24%
3,909
+610
31
$340K 0.24%
5,296
-3,205
32
$306K 0.22%
3,283
-182
33
$296K 0.21%
5,695
-229
34
$293K 0.21%
1,438
+4
35
$292K 0.21%
12,502
36
$291K 0.2%
3,584
+31
37
$290K 0.2%
8,372
38
$286K 0.2%
2,765
+248
39
$270K 0.19%
1,893
+1
40
$254K 0.18%
1,162
+2
41
$254K 0.18%
2,033
+241
42
$249K 0.18%
+3,215
43
$233K 0.16%
+2,987
44
$232K 0.16%
8,400
45
$209K 0.15%
+1,749
46
$207K 0.15%
3,488
+52
47
$207K 0.15%
+4,360
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