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
$331M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.67M
3
+$971K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$816K
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$576K

Top Sells

1
+$1.79M
2
+$1.24M
3
+$996K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$975K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$888K

Sector Composition

1 Technology 3.37%
2 Healthcare 0.72%
3 Real Estate 0.56%
4 Financials 0.54%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.53%
44,465
+14,576
27
$1.65M 0.5%
7,683
-35
28
$1.58M 0.48%
9,812
-1,313
29
$1.48M 0.45%
21,709
-926
30
$1.44M 0.43%
6,086
-1,290
31
$1.4M 0.42%
87,150
+24
32
$1.31M 0.4%
9,905
-890
33
$1.31M 0.39%
13,370
-2,995
34
$1.29M 0.39%
5,858
-482
35
$1.24M 0.37%
11,423
-4
36
$1.06M 0.32%
6,840
-1,360
37
$918K 0.28%
18,275
+2,453
38
$866K 0.26%
16,037
-24
39
$816K 0.25%
+9,501
40
$800K 0.24%
6,897
+1,364
41
$791K 0.24%
7,314
+65
42
$771K 0.23%
8,740
+436
43
$758K 0.23%
11,172
44
$704K 0.21%
1,965
+1
45
$662K 0.2%
9,245
46
$659K 0.2%
15,026
47
$653K 0.2%
9,332
-492
48
$604K 0.18%
1,846
-4
49
$566K 0.17%
3,444
-420
50
$558K 0.17%
9,200
1
2
3 4