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
$295M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$866K
3
+$826K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$93.4K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.4K

Top Sells

1
+$2.38M
2
+$1.87M
3
+$1.11M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$927K
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$885K

Sector Composition

1 Technology 4.48%
2 Healthcare 0.94%
3 Consumer Discretionary 0.54%
4 Financials 0.39%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$651K 0.22%
1,567
-50
27
$644K 0.22%
10,914
+100
28
$598K 0.2%
3,493
+17
29
$555K 0.19%
12,117
30
$553K 0.19%
8,400
31
$537K 0.18%
1,756
32
$526K 0.18%
1,374
-537
33
$490K 0.17%
2,168
-817
34
$477K 0.16%
5,474
-6
35
$455K 0.15%
13,073
36
$388K 0.13%
3,344
+246
37
$369K 0.13%
5,822
-1,645
38
$365K 0.12%
1,538
39
$315K 0.11%
2,180
-100
40
$275K 0.09%
2,670
-1,001
41
$266K 0.09%
1,627
+9
42
$261K 0.09%
5,096
43
$254K 0.09%
952
+5
44
$246K 0.08%
922
-445
45
$245K 0.08%
1,532
46
– –
-5,000
47
– –
-915
48
– –
-2,372
49
– –
-4,918
50
– –
-9,749
1
2
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