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
$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
SPDR Portfolio S&P 500 Value ETF
SPYV
+$160K
5
XLV icon
Health Care Select Sector SPDR Fund
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
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$122B
$1.24M 0.32%
3,427
+2
APOG icon
27
Apogee Enterprises
APOG
$817M
$1.19M 0.31%
25,754
VGT icon
28
Vanguard Information Technology ETF
VGT
$109B
$1.05M 0.27%
1,930
+3
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$997K 0.26%
9,531
+1,272
ITB icon
30
iShares US Home Construction ETF
ITB
$3.15B
$808K 0.21%
8,491
+59
IAU icon
31
iShares Gold Trust
IAU
$64.3B
$759K 0.2%
12,873
AMZN icon
32
Amazon
AMZN
$2.27T
$706K 0.18%
3,709
+627
BND icon
33
Vanguard Total Bond Market
BND
$138B
$676K 0.17%
9,210
+473
GS icon
34
Goldman Sachs
GS
$232B
$650K 0.17%
1,190
+5
HD icon
35
Home Depot
HD
$390B
$641K 0.17%
1,749
-12
YUMC icon
36
Yum China
YUMC
$15.9B
$629K 0.16%
12,088
INDA icon
37
iShares MSCI India ETF
INDA
$9.57B
$628K 0.16%
12,208
VB icon
38
Vanguard Small-Cap ETF
VB
$67B
$587K 0.15%
2,646
+20
JNJ icon
39
Johnson & Johnson
JNJ
$465B
$573K 0.15%
3,457
-20
NVDA icon
40
NVIDIA
NVDA
$4.46T
$522K 0.13%
+4,819
IHI icon
41
iShares US Medical Devices ETF
IHI
$4.2B
$510K 0.13%
8,479
+4
LPLA icon
42
LPL Financial
LPLA
$27B
$505K 0.13%
1,542
+1
WTW icon
43
Willis Towers Watson
WTW
$32.2B
$485K 0.13%
1,436
SYK icon
44
Stryker
SYK
$143B
$456K 0.12%
1,224
+272
IWD icon
45
iShares Russell 1000 Value ETF
IWD
$64.4B
$440K 0.11%
2,340
-13
ORCL icon
46
Oracle
ORCL
$830B
$390K 0.1%
2,790
+6
UFEB icon
47
Innovator US Equity Ultra Buffer ETF February
UFEB
$181M
$374K 0.1%
+11,542
GOOG icon
48
Alphabet (Google) Class C
GOOG
$3.07T
$352K 0.09%
2,252
+728
VTR icon
49
Ventas
VTR
$32.1B
$350K 0.09%
5,096
PG icon
50
Procter & Gamble
PG
$354B
$349K 0.09%
2,051
+69
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