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
$289M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.33M
3
+$1.65M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$979K
5
QUS icon
SPDR MSCI USA StrategicFactors ETF
QUS
+$837K

Top Sells

1
+$455K
2
+$46.3K
3
+$44.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.9K
5
PG icon
Procter & Gamble
PG
+$6.88K

Sector Composition

1 Technology 3.92%
2 Healthcare 1.02%
3 Consumer Discretionary 0.48%
4 Financials 0.47%
5 Real Estate 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$622K 0.22%
3,509
+16
27
$570K 0.2%
11,001
+87
28
$546K 0.19%
2,570
+402
29
$540K 0.19%
12,117
30
$512K 0.18%
8,400
31
$496K 0.17%
8,372
32
$487K 0.17%
1,756
33
$470K 0.16%
1,570
+3
34
$454K 0.16%
1,374
35
$454K 0.16%
5,483
+9
36
$363K 0.13%
3,346
+2
37
$363K 0.13%
1,539
+1
38
$327K 0.11%
5,860
+38
39
$315K 0.11%
5,096
40
$280K 0.1%
1,532
41
$271K 0.09%
2,673
+3
42
$260K 0.09%
1,860
-320
43
$254K 0.09%
+1,860
44
$247K 0.09%
924
+2
45
$243K 0.08%
954
+2
46
$242K 0.08%
1,582
-45
47
– –
-13,073
1
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