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
$205M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$4.91M
3
+$2.82M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$2.35M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.32M

Top Sells

1
+$7.27M
2
+$4.11M
3
+$2.45M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.01M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$817K

Sector Composition

1 Technology 1.63%
2 Financials 0.79%
3 Healthcare 0.35%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.72%
48,634
+7,908
27
$1.36M 0.67%
22,723
-495
28
$1.27M 0.62%
7,781
29
$1.25M 0.61%
11,347
-275
30
$1.18M 0.58%
18,600
-192
31
$898K 0.44%
11,170
+1,198
32
$790K 0.39%
18,056
+3,468
33
$724K 0.35%
6,325
+5
34
$713K 0.35%
+27,237
35
$701K 0.34%
19,051
-111,728
36
$691K 0.34%
8,321
+106
37
$675K 0.33%
13,563
-2,088
38
$577K 0.28%
3,157
-158
39
$562K 0.27%
4,866
+1,944
40
$552K 0.27%
4,886
+375
41
$502K 0.25%
3,826
+72
42
$500K 0.24%
3,172
+130
43
$416K 0.2%
1,961
44
$402K 0.2%
20,981
+282
45
$382K 0.19%
7,909
-201
46
$377K 0.18%
12,502
47
$375K 0.18%
9,151
+27
48
$374K 0.18%
3,398
-506
49
$348K 0.17%
1,864
+2
50
$342K 0.17%
3,802
-139
1
2
3 4