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
$165M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$944K
3
+$926K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$832K
5
GS icon
Goldman Sachs
GS
+$389K

Top Sells

1
+$211K
2
+$202K
3
+$47K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16.2K
5
XOM icon
Exxon Mobil
XOM
+$11.9K

Sector Composition

1 Financials 0.9%
2 Technology 0.83%
3 Consumer Discretionary 0.41%
4 Industrials 0.38%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$454K 0.27%
2,273
+344
27
$414K 0.25%
12,117
28
$412K 0.25%
1,259
+20
29
$403K 0.24%
2,264
+33
30
$389K 0.24%
+1,543
31
$384K 0.23%
3,497
+199
32
$359K 0.22%
7,843
+527
33
$331K 0.2%
8,372
34
$326K 0.2%
2,219
+753
35
$324K 0.2%
1,896
+1
36
$320K 0.19%
12,502
37
$319K 0.19%
4,271
-160
38
$298K 0.18%
3,925
+33
39
$288K 0.17%
3,639
+9
40
$278K 0.17%
+3,860
41
$269K 0.16%
3,127
+4
42
$259K 0.16%
8,400
43
$258K 0.16%
+3,369
44
$247K 0.15%
4,780
+680
45
$241K 0.15%
+2,637
46
$239K 0.14%
1,756
47
$222K 0.13%
926
+27
48
$219K 0.13%
3,991
+33
49
$171K 0.1%
3,669
+60
50
– –
-2,915
1
2
3