RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$706K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$466K

Top Sells

1
+$427K
2
+$283K
3
+$217K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$207K
5
FDX icon
FedEx
FDX
+$202K

Sector Composition

1 Technology 1.45%
2 Financials 0.68%
3 Consumer Discretionary 0.32%
4 Healthcare 0.24%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.55%
31,070
-2,380
27
$1.16M 0.53%
17,709
+310
28
$981K 0.45%
6,310
+5
29
$921K 0.42%
18,616
+16
30
$876K 0.4%
8,143
+90
31
$772K 0.35%
15,398
+961
32
$759K 0.35%
17,686
+300
33
$685K 0.31%
7,281
+3,586
34
$602K 0.27%
12,454
+4,363
35
$520K 0.24%
3,732
-87
36
$469K 0.21%
2,254
+4
37
$461K 0.21%
2,943
38
$457K 0.21%
8,968
+118
39
$428K 0.2%
12,117
40
$425K 0.19%
+6,540
41
$413K 0.19%
1,959
+1
42
$411K 0.19%
4,504
-4,678
43
$405K 0.18%
7,107
+18
44
$390K 0.18%
3,452
+641
45
$387K 0.18%
1,815
46
$358K 0.16%
6,960
+1,798
47
$349K 0.16%
4,558
+149
48
$338K 0.15%
12,502
49
$337K 0.15%
8,400
50
$336K 0.15%
3,845
+25
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2
3