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
$362M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$856K
3
+$819K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$631K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$623K

Top Sells

1
+$1.58M
2
+$757K
3
+$419K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$258K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$174K

Sector Composition

1 Technology 3.34%
2 Healthcare 0.78%
3 Financials 0.58%
4 Consumer Discretionary 0.57%
5 Real Estate 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.53%
43,128
+190
27
$1.84M 0.51%
45,147
+682
28
$1.65M 0.46%
6,094
+8
29
$1.64M 0.45%
22,008
+299
30
$1.51M 0.42%
87,294
+144
31
$1.47M 0.41%
13,370
32
$1.45M 0.4%
9,829
-76
33
$1.35M 0.37%
26,840
+8,565
34
$1.34M 0.37%
5,860
+2
35
$1.34M 0.37%
11,462
+4,565
36
$1.28M 0.35%
11,795
+372
37
$1.27M 0.35%
7,380
+540
38
$1.1M 0.3%
13,352
+7,671
39
$923K 0.26%
16,100
+63
40
$850K 0.24%
9,579
+78
41
$831K 0.23%
7,374
+60
42
$817K 0.23%
8,980
+240
43
$784K 0.22%
1,965
44
$781K 0.22%
2,057
+211
45
$773K 0.21%
11,172
46
$736K 0.2%
15,026
47
$712K 0.2%
9,245
48
$686K 0.19%
9,400
+68
49
$632K 0.17%
9,429
+3,829
50
$629K 0.17%
2,263
+381
1
2
3 4