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
$360M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$229K
3
+$200K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$137K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$99.2K

Top Sells

1
+$1.87M
2
+$1.23M
3
+$234K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$169K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$141K

Sector Composition

1 Technology 2.63%
2 Healthcare 0.77%
3 Financials 0.43%
4 Industrials 0.42%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.32%
3,430
+2
27
$1.01M 0.28%
1,920
-15
28
$973K 0.27%
8,407
+11
29
$918K 0.26%
8,305
+10
30
$679K 0.19%
1,771
-13
31
$629K 0.18%
8,664
+939
32
$625K 0.17%
12,117
33
$594K 0.17%
2,598
+7
34
$551K 0.15%
3,053
35
$549K 0.15%
13,073
36
$536K 0.15%
3,388
-116
37
$514K 0.14%
1,232
+8
38
$494K 0.14%
8,440
+5
39
$424K 0.12%
1,542
+1
40
$419K 0.12%
2,340
41
$406K 0.11%
1,536
+2
42
$347K 0.1%
2,760
+9
43
$338K 0.09%
945
+2
44
$316K 0.09%
1,946
+9
45
$264K 0.07%
974
+2
46
$255K 0.07%
2,035
47
$228K 0.06%
1,497
48
$225K 0.06%
2,039
-569
49
$223K 0.06%
1,964
+10
50
$222K 0.06%
2,788
+25
1
2
3