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
$226M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.28M
3
+$967K
4
VUG icon
Vanguard Growth ETF
VUG
+$873K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$555K

Top Sells

1
+$753K
2
+$495K
3
+$426K
4
ACN icon
Accenture
ACN
+$199K
5
HD icon
Home Depot
HD
+$91.5K

Sector Composition

1 Technology 1.4%
2 Financials 0.64%
3 Healthcare 0.31%
4 Consumer Discretionary 0.29%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.53%
31,005
-65
27
$1.16M 0.51%
17,709
28
$1.04M 0.46%
18,668
+52
29
$956K 0.42%
6,315
+5
30
$884K 0.39%
8,165
+22
31
$798K 0.35%
9,908
-6,147
32
$791K 0.35%
15,772
+374
33
$735K 0.32%
17,976
+290
34
$712K 0.31%
7,657
+376
35
$634K 0.28%
13,122
+668
36
$496K 0.22%
4,350
+898
37
$484K 0.21%
3,743
+11
38
$450K 0.2%
9,027
+59
39
$444K 0.2%
2,885
-58
40
$435K 0.19%
6,842
+302
41
$432K 0.19%
1,860
-394
42
$422K 0.19%
1,959
43
$409K 0.18%
4,586
+82
44
$407K 0.18%
12,117
45
$392K 0.17%
7,124
+17
46
$378K 0.17%
1,815
47
$363K 0.16%
8,372
48
$363K 0.16%
3,896
+51
49
$358K 0.16%
2,874
-144
50
$353K 0.16%
12,502
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