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
$285M
AUM Growth
-$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$580K
3
+$509K
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$281K
5
LPLA icon
LPL Financial
LPLA
+$240K

Top Sells

1
+$9.08M
2
+$7.63M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.25M

Sector Composition

1 Technology 3.94%
2 Healthcare 0.88%
3 Consumer Discretionary 0.67%
4 Financials 0.55%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$802K 0.28%
7,433
+59
27
$789K 0.28%
1,965
28
$722K 0.25%
1,911
-146
29
$653K 0.23%
2,985
-5,951
30
$590K 0.21%
12,117
31
$588K 0.21%
20,258
-45,812
32
$561K 0.2%
3,476
+16
33
$561K 0.2%
9,200
34
$554K 0.19%
8,372
-2,800
35
$546K 0.19%
4,918
-8,452
36
$531K 0.19%
1,617
+2
37
$527K 0.19%
8,400
38
$508K 0.18%
3,800
-860
39
$481K 0.17%
1,756
40
$477K 0.17%
5,480
+6
41
$465K 0.16%
10,814
-1,950
42
$437K 0.15%
13,073
43
$406K 0.14%
7,467
-575
44
$401K 0.14%
2,372
-440
45
$362K 0.13%
9,749
-35,398
46
$360K 0.13%
1,367
-161
47
$358K 0.13%
1,538
48
$323K 0.11%
8,770
+90
49
$316K 0.11%
2,721
-8,741
50
$315K 0.11%
3,098
+17
1
2
3 4