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
$303M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$290K
3
+$267K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$243K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$203K

Top Sells

1
+$211K
2
+$115K
3
+$65.7K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$56.8K
5
PFE icon
Pfizer
PFE
+$26K

Sector Composition

1 Technology 3.47%
2 Healthcare 0.77%
3 Industrials 0.4%
4 Financials 0.36%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$800K 0.26%
1,929
-137
27
$657K 0.22%
8,372
28
$543K 0.18%
1,798
+10
29
$542K 0.18%
3,482
+22
30
$536K 0.18%
12,117
31
$533K 0.18%
7,635
+11
32
$491K 0.16%
2,599
+10
33
$457K 0.15%
13,073
34
$407K 0.13%
8,400
35
$396K 0.13%
1,224
36
$388K 0.13%
3,053
37
$364K 0.12%
1,532
38
$364K 0.12%
4,810
+51
39
$355K 0.12%
2,340
40
$345K 0.11%
10,397
-783
41
$322K 0.11%
1,541
42
$311K 0.1%
5,782
+42
43
$290K 0.1%
2,740
+10
44
$281K 0.09%
1,925
+12
45
$258K 0.09%
2,608
46
$257K 0.08%
940
+2
47
$227K 0.08%
967
+3
48
$215K 0.07%
5,096
49
$212K 0.07%
2,035
50
$203K 0.07%
+1,539
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