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
$235M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$357K
3
+$350K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$338K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$318K

Top Sells

1
+$923K
2
+$271K
3
+$211K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$94.1K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$22.6K

Sector Composition

1 Technology 3.88%
2 Healthcare 0.99%
3 Consumer Discretionary 0.55%
4 Financials 0.45%
5 Real Estate 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$566K 0.24%
3,462
+18
27
$498K 0.21%
1,806
+233
28
$494K 0.21%
12,117
29
$478K 0.2%
10,915
+64
30
$439K 0.19%
2,571
31
$436K 0.19%
8,372
32
$412K 0.18%
13,073
33
$403K 0.17%
1,374
34
$396K 0.17%
8,400
35
$336K 0.14%
5,505
+11
36
$335K 0.14%
1,532
37
$318K 0.14%
+2,340
38
$309K 0.13%
1,539
39
$288K 0.12%
+3,150
40
$267K 0.11%
3,333
+34
41
$256K 0.11%
2,688
+14
42
$224K 0.1%
5,600
-305
43
$214K 0.09%
956
44
$205K 0.09%
5,096
45
$201K 0.09%
1,593
+10
46
– –
-1,876
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