RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $425M
This Quarter Return
+5.06%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
Cap. Flow
+$7.21M
Cap. Flow %
3.68%
Top 10 Hldgs %
78.95%
Holding
66
New
10
Increased
36
Reduced
11
Closed
–

Top Buys

1
VO icon
Vanguard Mid-Cap ETF
VO
$1.79M
2
SCHF icon
Schwab International Equity ETF
SCHF
$1.41M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$518K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
$454K
5
SHYF
The Shyft Group
SHYF
$402K

Top Sells

1
IVW icon
iShares S&P 500 Growth ETF
IVW
$493K
2
BA icon
Boeing
BA
$47.6K
3
VV icon
Vanguard Large-Cap ETF
VV
$41.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
$23.4K
5
EFA icon
iShares MSCI EAFE ETF
EFA
$16.4K

Sector Composition

1 Technology 1.74%
2 Financials 1.02%
3 Healthcare 0.63%
4 Industrials 0.53%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EEM icon
26
iShares MSCI Emerging Markets ETF
EEM
$19B
$744K 0.38%
17,356
– –
JNJ icon
27
Johnson & Johnson
JNJ
$427B
$737K 0.38%
5,323
+110
+2% +$15.2K
IWM icon
28
iShares Russell 2000 ETF
IWM
$67B
$667K 0.34%
3,962
+4
+0.1% +$673
XLE icon
29
Energy Select Sector SPDR Fund
XLE
$27.6B
$610K 0.31%
8,032
+79
+1% +$6K
XLK icon
30
Technology Select Sector SPDR Fund
XLK
$83.9B
$535K 0.27%
7,080
+37
+0.5% +$2.8K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.09T
$517K 0.26%
2,425
+24
+1% +$5.12K
HD icon
32
Home Depot
HD
$405B
$506K 0.26%
2,448
+210
+9% +$43.4K
IEUR icon
33
iShares Core MSCI Europe ETF
IEUR
$6.85B
$454K 0.23%
+9,468
New +$454K
JPM icon
34
JPMorgan Chase
JPM
$829B
$441K 0.22%
3,907
+100
+3% +$11.3K
ORCL icon
35
Oracle
ORCL
$635B
$421K 0.21%
8,172
+167
+2% +$8.6K
AMZN icon
36
Amazon
AMZN
$2.44T
$416K 0.21%
208
+1
+0.5% +$2K
BA icon
37
Boeing
BA
$177B
$416K 0.21%
1,119
-128
-10% -$47.6K
SHYF
38
DELISTED
The Shyft Group
SHYF
$402K 0.21%
+27,250
New +$402K
VGT icon
39
Vanguard Information Technology ETF
VGT
$99.7B
$397K 0.2%
1,955
+2
+0.1% +$406
XOM icon
40
Exxon Mobil
XOM
$487B
$394K 0.2%
4,639
+138
+3% +$11.7K
INDA icon
41
iShares MSCI India ETF
INDA
$9.17B
$393K 0.2%
12,117
– –
MSFT icon
42
Microsoft
MSFT
$3.77T
$384K 0.2%
3,363
+96
+3% +$11K
VB icon
43
Vanguard Small-Cap ETF
VB
$66.4B
$361K 0.18%
2,219
– –
GS icon
44
Goldman Sachs
GS
$226B
$353K 0.18%
1,572
+7
+0.4% +$1.57K
PG icon
45
Procter & Gamble
PG
$368B
$344K 0.18%
4,156
-12
-0.3% -$993
VNQ icon
46
Vanguard Real Estate ETF
VNQ
$34.6B
$322K 0.16%
3,998
+41
+1% +$3.3K
MEAR icon
47
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.22B
$319K 0.16%
+6,386
New +$319K
IHI icon
48
iShares US Medical Devices ETF
IHI
$4.33B
$318K 0.16%
1,400
– –
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$2.57T
$302K 0.15%
251
– –
MUB icon
50
iShares National Muni Bond ETF
MUB
$38.6B
$299K 0.15%
+2,775
New +$299K
1
2
3