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
$196M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.41M
3
+$518K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$454K
5
SHYF
The Shyft Group
SHYF
+$402K

Top Sells

1
+$493K
2
+$47.6K
3
+$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 Change
in Stake 		Capital Flow
26
$744K 0.38%
17,356
27
$737K 0.38%
5,323
+110
28
$667K 0.34%
3,962
+4
29
$610K 0.31%
8,032
+79
30
$535K 0.27%
7,080
+37
31
$517K 0.26%
2,425
+24
32
$506K 0.26%
2,448
+210
33
$454K 0.23%
+9,468
34
$441K 0.22%
3,907
+100
35
$421K 0.21%
8,172
+167
36
$416K 0.21%
4,160
+20
37
$416K 0.21%
1,119
-128
38
$402K 0.21%
+27,250
39
$397K 0.2%
1,955
+2
40
$394K 0.2%
4,639
+138
41
$393K 0.2%
12,117
42
$384K 0.2%
3,363
+96
43
$361K 0.18%
2,219
44
$353K 0.18%
1,572
+7
45
$344K 0.18%
4,156
-12
46
$322K 0.16%
3,998
+41
47
$319K 0.16%
+6,386
48
$318K 0.16%
8,400
49
$302K 0.15%
5,020
50
$299K 0.15%
+2,775
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