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
$340M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$1.71M
3
+$1.33M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$959K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$500K

Top Sells

1
+$10.4M
2
+$1.51M
3
+$524K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$368K
5
PFE icon
Pfizer
PFE
+$345K

Sector Composition

1 Technology 3.42%
2 Healthcare 0.74%
3 Financials 0.41%
4 Industrials 0.4%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.31%
3,428
+7
27
$937K 0.28%
1,935
+6
28
$898K 0.26%
8,295
-3,396
29
$854K 0.25%
8,396
+24
30
$618K 0.18%
1,784
-14
31
$591K 0.17%
12,117
32
$568K 0.17%
7,725
+90
33
$553K 0.16%
2,591
-8
34
$549K 0.16%
3,504
+22
35
$510K 0.15%
13,073
36
$472K 0.14%
1,224
37
$464K 0.14%
3,053
38
$455K 0.13%
8,435
+35
39
$387K 0.11%
2,340
40
$372K 0.11%
1,541
41
$349K 0.1%
1,534
+2
42
$290K 0.09%
2,751
+11
43
$284K 0.08%
1,937
+12
44
$282K 0.08%
943
+3
45
$266K 0.08%
2,608
46
$254K 0.07%
5,096
47
$244K 0.07%
972
+5
48
$237K 0.07%
2,035
49
$234K 0.07%
4,635
-1,147
50
$218K 0.06%
+2,763
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