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
$180M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.12M
3
+$1.8M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.72M
5
ACN icon
Accenture
ACN
+$1.49M

Top Sells

1
+$2.79M
2
+$645K
3
+$228K
4
FAB icon
First Trust Multi Cap Value AlphaDEX Fund
FAB
+$219K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$135K

Sector Composition

1 Technology 1.68%
2 Financials 0.91%
3 Healthcare 0.48%
4 Consumer Discretionary 0.44%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$752K 0.42%
17,356
+97
27
$648K 0.36%
3,958
28
$632K 0.35%
5,213
+363
29
$604K 0.34%
+7,953
30
$489K 0.27%
7,043
-9,288
31
$448K 0.25%
2,401
+128
32
$437K 0.24%
2,238
-26
33
$418K 0.23%
1,247
-12
34
$403K 0.22%
12,117
35
$397K 0.22%
3,807
+310
36
$372K 0.21%
4,501
+230
37
$354K 0.2%
1,953
+57
38
$353K 0.2%
8,005
+162
39
$352K 0.2%
4,140
+280
40
$345K 0.19%
1,565
+22
41
$345K 0.19%
2,219
42
$325K 0.18%
4,168
+529
43
$322K 0.18%
3,267
+630
44
$322K 0.18%
3,957
+32
45
$319K 0.18%
8,372
46
$301K 0.17%
12,502
47
$283K 0.16%
5,020
+240
48
$281K 0.16%
8,400
49
$252K 0.14%
1,756
50
$249K 0.14%
2,859
-268
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