RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$1.21M
3
+$1.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$892K

Top Sells

1
+$531K
2
+$229K
3
+$149K
4
ACN icon
Accenture
ACN
+$148K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$70.5K

Sector Composition

1 Technology 3.41%
2 Healthcare 1.18%
3 Financials 0.54%
4 Consumer Discretionary 0.28%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$615K 0.23%
3,479
+17
27
$572K 0.21%
1,810
+4
28
$563K 0.21%
10,997
+82
29
$507K 0.19%
8,372
30
$506K 0.19%
12,117
31
$472K 0.17%
2,573
+2
32
$452K 0.17%
13,073
33
$442K 0.16%
8,400
34
$420K 0.16%
1,224
-150
35
$377K 0.14%
1,540
+1
36
$366K 0.14%
+3,318
37
$355K 0.13%
2,340
38
$331K 0.12%
1,532
39
$328K 0.12%
3,150
40
$269K 0.1%
5,648
+48
41
$252K 0.09%
2,703
+15
42
$243K 0.09%
1,603
+10
43
$239K 0.09%
962
+6
44
$230K 0.08%
5,096
45
$228K 0.08%
+933
46
$221K 0.08%
2,709
-2,796
47
$214K 0.08%
+2,035
48
$210K 0.08%
+1,917
49
$184K 0.07%
+3,562
50
$143K 0.05%
+750
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