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
$248M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.13M
3
+$1.08M
4
IAU icon
iShares Gold Trust
IAU
+$449K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$423K

Top Sells

1
+$837K
2
+$260K
3
+$247K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$61.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.2K

Sector Composition

1 Technology 3.72%
2 Healthcare 1.04%
3 Financials 0.49%
4 Consumer Discretionary 0.47%
5 Real Estate 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$569K 0.23%
10,851
-150
27
$477K 0.19%
12,117
28
$453K 0.18%
2,571
+1
29
$449K 0.18%
+13,073
30
$440K 0.18%
8,372
31
$431K 0.17%
1,573
+3
32
$424K 0.17%
8,400
33
$408K 0.16%
1,374
34
$384K 0.15%
1,756
35
$384K 0.15%
5,494
+11
36
$304K 0.12%
1,539
37
$301K 0.12%
3,299
-47
38
$283K 0.11%
1,532
39
$262K 0.11%
5,096
40
$252K 0.1%
5,905
+45
41
$248K 0.1%
2,674
+1
42
$228K 0.09%
1,583
+1
43
$225K 0.09%
956
+2
44
$211K 0.08%
1,876
+16
45
– –
-6,716
46
– –
-924
47
– –
-1,860
1
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