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
$360M
AUM Growth
+$584K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.42M
3
+$1.21M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$433K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$112K

Top Sells

1
+$1.09M
2
+$843K
3
+$824K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$225K
5
ABT icon
Abbott
ABT
+$223K

Sector Composition

1 Technology 2.66%
2 Industrials 0.84%
3 Healthcare 0.62%
4 Financials 0.38%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.39%
8,116
+77
27
$1.25M 0.35%
3,432
+2
28
$1.11M 0.31%
1,920
29
$887K 0.25%
8,317
+12
30
$850K 0.24%
8,415
+8
31
$676K 0.19%
12,117
32
$642K 0.18%
8,906
+242
33
$608K 0.17%
1,767
-4
34
$590K 0.16%
3,053
35
$574K 0.16%
13,073
36
$567K 0.16%
2,598
37
$560K 0.16%
1,238
+6
38
$503K 0.14%
3,440
+52
39
$473K 0.13%
8,448
+8
40
$429K 0.12%
1,537
+1
41
$408K 0.11%
2,340
42
$391K 0.11%
2,770
+10
43
$376K 0.1%
1,436
-106
44
$323K 0.09%
1,958
+12
45
$322K 0.09%
947
+2
46
$273K 0.08%
1,487
-10
47
$261K 0.07%
5,096
48
$259K 0.07%
974
49
$246K 0.07%
2,035
50
$206K 0.06%
771
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