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
$290M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.22M
3
+$1.09M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$988K
5
BND icon
Vanguard Total Bond Market
BND
+$531K

Top Sells

1
+$763K
2
+$366K
3
+$210K
4
MAXR
Maxar Technologies Inc. Common Stock
MAXR
+$184K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K

Sector Composition

1 Technology 3.53%
2 Healthcare 0.93%
3 Financials 0.37%
4 Consumer Discretionary 0.29%
5 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.19%
3,483
+4
27
$536K 0.19%
1,816
+6
28
$531K 0.18%
+7,188
29
$489K 0.17%
2,580
+7
30
$489K 0.17%
13,073
31
$477K 0.16%
12,117
32
$453K 0.16%
8,400
33
$453K 0.16%
11,101
+104
34
$412K 0.14%
4,957
-9,193
35
$401K 0.14%
1,224
36
$358K 0.12%
1,540
37
$356K 0.12%
2,340
38
$342K 0.12%
3,121
+3,114
39
$315K 0.11%
3,053
+2,433
40
$310K 0.11%
1,532
41
$298K 0.1%
5,692
+44
42
$283K 0.1%
1,902
+299
43
$267K 0.09%
935
+2
44
$265K 0.09%
2,608
-542
45
$253K 0.09%
2,719
+10
46
$230K 0.08%
964
+2
47
$221K 0.08%
5,096
48
$216K 0.07%
2,035
49
$200K 0.07%
2,697
-6
50
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