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
$315M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$634K
3
+$406K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$332K
5
ABT icon
Abbott
ABT
+$211K

Top Sells

1
+$868K
2
+$457K
3
+$438K
4
XOM icon
Exxon Mobil
XOM
+$342K
5
CVS icon
CVS Health
CVS
+$200K

Sector Composition

1 Technology 3.48%
2 Healthcare 0.8%
3 Financials 0.35%
4 Consumer Discretionary 0.3%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$715K 0.23%
8,372
27
$573K 0.18%
3,460
-23
28
$555K 0.18%
1,788
-28
29
$554K 0.18%
7,624
+436
30
$530K 0.17%
12,117
31
$515K 0.16%
2,589
+9
32
$476K 0.15%
13,073
33
$474K 0.15%
8,400
34
$410K 0.13%
11,180
+79
35
$398K 0.13%
3,053
36
$398K 0.13%
4,759
-198
37
$395K 0.13%
1,224
38
$369K 0.12%
2,340
39
$363K 0.12%
1,541
+1
40
$333K 0.11%
1,532
41
$325K 0.1%
2,730
+11
42
$297K 0.09%
5,740
+48
43
$290K 0.09%
1,913
+11
44
$286K 0.09%
938
+3
45
$263K 0.08%
2,608
46
$241K 0.08%
5,096
47
$236K 0.07%
964
48
$224K 0.07%
2,035
49
$211K 0.07%
+1,935
50
– –
-3,121
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