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
$317M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$784K
3
+$432K
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$296K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$278K

Top Sells

1
+$1.01M
2
+$839K
3
+$801K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$279K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$186K

Sector Composition

1 Technology 3.58%
2 Healthcare 0.78%
3 Financials 0.72%
4 Consumer Discretionary 0.64%
5 Real Estate 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.55%
+46,638
27
$1.65M 0.52%
42,744
+271
28
$1.64M 0.52%
7,376
+221
29
$1.58M 0.5%
16,365
-439
30
$1.53M 0.48%
22,635
+2,584
31
$1.5M 0.47%
7,718
+120
32
$1.4M 0.44%
10,795
+511
33
$1.33M 0.42%
8,200
-40
34
$1.32M 0.42%
87,126
+36
35
$1.26M 0.4%
11,427
-55
36
$1.24M 0.39%
6,340
+5
37
$1.24M 0.39%
13,002
+1,348
38
$1.14M 0.36%
29,889
+1,902
39
$795K 0.25%
15,822
+588
40
$795K 0.25%
16,061
+46
41
$777K 0.25%
7,249
+61
42
$749K 0.24%
15,272
43
$695K 0.22%
1,964
+1
44
$648K 0.2%
5,533
-97
45
$648K 0.2%
9,824
-15,358
46
$646K 0.2%
8,304
+1,134
47
$623K 0.2%
11,172
48
$608K 0.19%
3,864
+16
49
$577K 0.18%
15,026
+169
50
$548K 0.17%
9,245
-1,084
1
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