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
$383M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$663K
3
+$488K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$487K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$238K

Top Sells

1
+$2.39M
2
+$570K
3
+$389K
4
ACN icon
Accenture
ACN
+$361K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$255K

Sector Composition

1 Technology 2.69%
2 Industrials 0.84%
3 Healthcare 0.6%
4 Consumer Discretionary 0.51%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.36%
47,862
+805
27
$1.38M 0.36%
3,425
+2
28
$1.2M 0.31%
1,927
+5
29
$952K 0.25%
8,259
-101
30
$872K 0.23%
8,432
+9
31
$685K 0.18%
1,761
-15
32
$678K 0.18%
1,185
-60
33
$676K 0.18%
3,082
+29
34
$643K 0.17%
12,208
+91
35
$637K 0.17%
12,873
-200
36
$631K 0.16%
2,626
+17
37
$628K 0.16%
8,737
+35
38
$582K 0.15%
12,088
39
$503K 0.13%
1,541
+2
40
$503K 0.13%
3,477
+15
41
$494K 0.13%
8,475
+16
42
$464K 0.12%
2,784
+6
43
$450K 0.12%
1,436
44
$436K 0.11%
2,353
45
$343K 0.09%
952
+2
46
$332K 0.09%
1,982
+12
47
$300K 0.08%
5,096
48
$290K 0.08%
1,524
+35
49
$263K 0.07%
2,035
50
$249K 0.07%
983
+6
1
2
3