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
$275M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$539K
3
+$530K
4
UDR icon
UDR
UDR
+$484K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$416K

Top Sells

1
+$2.02M
2
+$562K
3
+$499K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$391K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$325K

Sector Composition

1 Technology 3.61%
2 Healthcare 0.79%
3 Consumer Discretionary 0.66%
4 Financials 0.64%
5 Real Estate 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.53%
9,988
-99
27
$1.45M 0.53%
42,473
+309
28
$1.41M 0.51%
16,804
-5,944
29
$1.41M 0.51%
25,182
-10,036
30
$1.3M 0.47%
8,240
+5,000
31
$1.27M 0.46%
11,482
-118
32
$1.24M 0.45%
20,051
+1,716
33
$1.2M 0.44%
10,284
-1,031
34
$1.17M 0.43%
87,090
+48
35
$1.17M 0.42%
7,598
+484
36
$1.06M 0.39%
11,654
+2,744
37
$949K 0.34%
6,335
+5
38
$918K 0.33%
27,987
+574
39
$765K 0.28%
15,234
+136
40
$701K 0.25%
16,015
-425
41
$653K 0.24%
5,630
+62
42
$641K 0.23%
15,272
+7,830
43
$633K 0.23%
11,172
44
$630K 0.23%
7,188
+263
45
$611K 0.22%
1,963
+1
46
$573K 0.21%
3,848
+11
47
$530K 0.19%
+10,329
48
$518K 0.19%
1,867
+2
49
$493K 0.18%
14,155
+88
50
$484K 0.18%
+14,857
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