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
$160M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$974K
3
+$704K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$475K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$446K

Top Sells

1
+$844K
2
+$585K
3
+$357K
4
GE icon
GE Aerospace
GE
+$216K
5
CELG
Celgene Corp
CELG
+$212K

Sector Composition

1 Technology 0.64%
2 Financials 0.62%
3 Healthcare 0.52%
4 Industrials 0.37%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$424K 0.26%
2,231
-202
27
$398K 0.25%
2,610
+3
28
$382K 0.24%
1,929
-121
29
$371K 0.23%
4,431
+9
30
$366K 0.23%
1,239
-161
31
$366K 0.23%
8,372
32
$352K 0.22%
3,298
-95
33
$348K 0.22%
7,316
+146
34
$331K 0.21%
3,630
-290
35
$322K 0.2%
3,892
+154
36
$314K 0.2%
12,502
37
$312K 0.19%
1,895
+1
38
$257K 0.16%
3,123
+4
39
$243K 0.15%
8,400
40
$236K 0.15%
1,756
41
$227K 0.14%
3,958
-24
42
$227K 0.14%
899
-303
43
$216K 0.13%
4,100
-420
44
$216K 0.13%
1,466
+1
45
$211K 0.13%
2,915
-157
46
$202K 0.13%
1,865
-986
47
$195K 0.12%
3,609
+61
48
– –
-1,929
49
– –
-16,832
50
– –
-5,228
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2
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