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
$256M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.4M
3
+$4.41M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.97M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$2.34M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.16M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M

Sector Composition

1 Technology 4.38%
2 Healthcare 0.82%
3 Financials 0.63%
4 Consumer Discretionary 0.36%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.58%
7,338
+4,166
27
$1.46M 0.57%
63,745
-36,581
28
$1.41M 0.55%
42,164
-6,470
29
$1.32M 0.52%
10,087
-8,669
30
$1.28M 0.5%
11,600
+253
31
$1.18M 0.46%
11,315
+145
32
$1.07M 0.42%
87,042
-189,408
33
$1.04M 0.4%
7,114
+2,248
34
$1M 0.39%
18,335
+279
35
$906K 0.35%
6,330
+5
36
$830K 0.32%
27,413
+176
37
$801K 0.31%
8,910
+589
38
$757K 0.3%
15,098
+1,535
39
$686K 0.27%
+16,440
40
$680K 0.27%
+6,925
41
$643K 0.25%
5,568
+682
42
$594K 0.23%
13,064
-5,987
43
$547K 0.21%
1,962
+1
44
$540K 0.21%
3,837
+11
45
$493K 0.19%
11,172
46
$467K 0.18%
1,865
+1
47
$447K 0.17%
3,240
+20
48
$438K 0.17%
9,200
+49
49
$436K 0.17%
+14,067
50
$425K 0.17%
12,502
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