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
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.35M
3
+$5.09M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.14M

Top Sells

1
+$7.5M
2
+$3.83M
3
+$2.42M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$825K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$675K

Sector Composition

1 Technology 1.54%
2 Healthcare 0.61%
3 Financials 0.6%
4 Communication Services 0.4%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$888K 0.49%
+19,022
27
$827K 0.46%
7,919
+104
28
$795K 0.44%
20,164
+1,344
29
$781K 0.43%
5,831
+1,869
30
$724K 0.4%
9,020
-312
31
$721K 0.4%
14,437
+8,051
32
$697K 0.39%
11,242
+4,162
33
$686K 0.38%
17,580
+224
34
$610K 0.34%
4,734
-589
35
$462K 0.26%
2,273
-152
36
$404K 0.22%
2,359
-89
37
$404K 0.22%
12,117
38
$402K 0.22%
+8,818
39
$389K 0.22%
2,943
+724
40
$377K 0.21%
8,322
+150
41
$342K 0.19%
3,723
-433
42
$341K 0.19%
3,352
-11
43
$340K 0.19%
3,498
-409
44
$328K 0.18%
7,894
+2,571
45
$327K 0.18%
1,957
+2
46
$307K 0.17%
12,502
47
$305K 0.17%
2,799
+24
48
$304K 0.17%
4,033
+35
49
$296K 0.16%
918
-201
50
$284K 0.16%
4,173
-466
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