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
$152M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.68M
3
+$1.16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$486K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$444K

Top Sells

1
+$3.11M
2
+$92.5K
3
+$48.6K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.4K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$21.1K

Sector Composition

1 Healthcare 0.69%
2 Technology 0.64%
3 Financials 0.63%
4 Industrials 0.55%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.26%
2,433
+1
27
$390K 0.26%
2,607
+6
28
$384K 0.25%
2,050
+55
29
$362K 0.24%
4,422
+7
30
$360K 0.24%
1,400
-38
31
$359K 0.24%
3,920
+11
32
$357K 0.23%
5,228
-68
33
$348K 0.23%
7,170
+137
34
$327K 0.21%
3,393
+110
35
$313K 0.21%
8,372
36
$311K 0.2%
3,738
+154
37
$308K 0.2%
12,502
38
$293K 0.19%
1,894
+1
39
$283K 0.19%
2,851
+86
40
$265K 0.17%
1,202
+40
41
$244K 0.16%
3,119
-96
42
$236K 0.16%
8,400
43
$228K 0.15%
3,072
+85
44
$226K 0.15%
4,520
+160
45
$223K 0.15%
1,756
+7
46
$216K 0.14%
1,929
-104
47
$215K 0.14%
3,982
-1,713
48
$212K 0.14%
+1,519
49
$209K 0.14%
+1,465
50
$201K 0.13%
3,548
+60
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