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
$207M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.28M
3
+$2.09M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$398K

Top Sells

1
+$1.44M
2
+$1.27M
3
+$698K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$492K
5
PFE icon
Pfizer
PFE
+$269K

Sector Composition

1 Technology 1.46%
2 Financials 0.73%
3 Consumer Discretionary 0.32%
4 Healthcare 0.26%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.54%
17,399
27
$1.02M 0.49%
19,415
+393
28
$965K 0.47%
6,305
+474
29
$883K 0.43%
18,600
-1,564
30
$857K 0.41%
8,053
+134
31
$819K 0.4%
9,182
+162
32
$746K 0.36%
17,386
-194
33
$723K 0.35%
14,437
34
$534K 0.26%
3,819
-915
35
$450K 0.22%
2,943
36
$444K 0.21%
8,850
+32
37
$432K 0.21%
2,250
-109
38
$427K 0.21%
12,117
39
$393K 0.19%
1,958
+1
40
$384K 0.19%
8,091
+197
41
$381K 0.18%
7,089
-1,233
42
$365K 0.18%
1,815
-458
43
$356K 0.17%
4,409
+236
44
$345K 0.17%
3,695
+663
45
$332K 0.16%
3,820
-213
46
$324K 0.16%
8,400
47
$324K 0.16%
3,198
-300
48
$313K 0.15%
2,811
+12
49
$312K 0.15%
3,000
-723
50
$310K 0.15%
12,502
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