RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $466M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.19M
3
+$1.63M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.42M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.03M

Top Sells

1
+$2.26M
2
+$922K
3
+$759K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$374K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

1 Technology 2.47%
2 Healthcare 0.62%
3 Industrials 0.53%
4 Consumer Discretionary 0.51%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.34%
3,429
+2
27
$1.39M 0.33%
49,530
+843
28
$1.28M 0.3%
1,931
+1
29
$1.15M 0.27%
10,511
+980
30
$846K 0.2%
1,195
+5
31
$844K 0.2%
5,340
+521
32
$843K 0.2%
20,754
-5,000
33
$817K 0.19%
3,723
+14
34
$797K 0.19%
8,554
+63
35
$712K 0.17%
15,925
+3,837
36
$680K 0.16%
12,208
37
$666K 0.16%
9,052
-158
38
$646K 0.15%
2,727
+81
39
$645K 0.15%
1,759
+10
40
$612K 0.14%
2,800
+10
41
$579K 0.14%
1,543
+1
42
$532K 0.13%
3,482
+25
43
$532K 0.13%
8,487
+8
44
$507K 0.12%
1,283
+59
45
$454K 0.11%
2,340
46
$440K 0.1%
1,436
47
$396K 0.09%
2,230
-22
48
$328K 0.08%
2,058
+7
49
$322K 0.08%
5,096
50
$269K 0.06%
2,035
1
2
3