RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.68M
3
+$1.19M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.08M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$773K

Top Sells

1
+$476K
2
+$201K
3
+$184K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$160K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$93.3K

Sector Composition

1 Technology 2.5%
2 Healthcare 0.73%
3 Industrials 0.66%
4 Consumer Discretionary 0.51%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.32%
3,427
+2
27
$1.19M 0.31%
25,754
28
$1.05M 0.27%
1,930
+3
29
$997K 0.26%
9,531
+1,272
30
$808K 0.21%
8,491
+59
31
$759K 0.2%
12,873
32
$706K 0.18%
3,709
+627
33
$676K 0.17%
9,210
+473
34
$650K 0.17%
1,190
+5
35
$641K 0.17%
1,749
-12
36
$629K 0.16%
12,088
37
$628K 0.16%
12,208
38
$587K 0.15%
2,646
+20
39
$573K 0.15%
3,457
-20
40
$522K 0.13%
+4,819
41
$510K 0.13%
8,479
+4
42
$505K 0.13%
1,542
+1
43
$485K 0.13%
1,436
44
$456K 0.12%
1,224
+272
45
$440K 0.11%
2,340
-13
46
$390K 0.1%
2,790
+6
47
$374K 0.1%
+11,542
48
$352K 0.09%
2,252
+728
49
$350K 0.09%
5,096
50
$349K 0.09%
2,051
+69
1
2
3