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
$252M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.76M
3
+$1.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$880K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$699K

Top Sells

1
+$2.66M
2
+$274K
3
+$220K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$210K

Sector Composition

1 Technology 1.56%
2 Financials 0.87%
3 Healthcare 0.41%
4 Consumer Discretionary 0.27%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.65%
7,781
27
$1.59M 0.63%
27,177
+583
28
$1.38M 0.55%
18,792
+124
29
$1.26M 0.5%
30,545
-460
30
$1.26M 0.5%
11,622
+3,457
31
$1.24M 0.49%
17,855
+146
32
$1.05M 0.42%
6,320
+5
33
$914K 0.36%
9,972
+64
34
$817K 0.32%
18,212
+236
35
$790K 0.31%
8,215
+558
36
$784K 0.31%
15,651
-121
37
$751K 0.3%
3,315
+1,500
38
$750K 0.3%
14,588
+1,466
39
$572K 0.23%
20,699
+8,533
40
$549K 0.22%
3,941
+1,707
41
$548K 0.22%
3,754
+11
42
$514K 0.2%
4,511
+161
43
$496K 0.2%
11,172
+2,800
44
$493K 0.2%
6,933
+91
45
$490K 0.19%
9,124
+97
46
$488K 0.19%
3,904
+1,030
47
$484K 0.19%
2,922
+37
48
$480K 0.19%
3,042
+1,305
49
$480K 0.19%
1,961
+2
50
$448K 0.18%
4,632
+46
1
2
3