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
$425M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$2.36M
3
+$1.73M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.52M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.09M

Top Sells

1
+$2.29M
2
+$921K
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
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$123B
$1.46M 0.34%
3,429
+2
THR icon
27
Thermon Group Holdings
THR
$1.15B
$1.39M 0.33%
49,530
+843
VGT icon
28
Vanguard Information Technology ETF
VGT
$109B
$1.28M 0.3%
1,931
+1
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$1.15M 0.27%
10,511
+980
GS icon
30
Goldman Sachs
GS
$237B
$846K 0.2%
1,195
+5
NVDA icon
31
NVIDIA
NVDA
$4.63T
$844K 0.2%
5,340
+521
APOG icon
32
Apogee Enterprises
APOG
$719M
$843K 0.2%
20,754
-5,000
AMZN icon
33
Amazon
AMZN
$2.51T
$817K 0.19%
3,723
+14
ITB icon
34
iShares US Home Construction ETF
ITB
$2.95B
$797K 0.19%
8,554
+63
YUMC icon
35
Yum China
YUMC
$16.7B
$712K 0.17%
15,925
+3,837
INDA icon
36
iShares MSCI India ETF
INDA
$9.6B
$680K 0.16%
12,208
BND icon
37
Vanguard Total Bond Market
BND
$137B
$666K 0.16%
9,052
-158
VB icon
38
Vanguard Small-Cap ETF
VB
$66.1B
$646K 0.15%
2,727
+81
HD icon
39
Home Depot
HD
$361B
$645K 0.15%
1,759
+10
ORCL icon
40
Oracle
ORCL
$635B
$612K 0.14%
2,800
+10
LPLA icon
41
LPL Financial
LPLA
$29.7B
$579K 0.14%
1,543
+1
JNJ icon
42
Johnson & Johnson
JNJ
$472B
$532K 0.13%
3,482
+25
IHI icon
43
iShares US Medical Devices ETF
IHI
$4.38B
$532K 0.13%
8,487
+8
SYK icon
44
Stryker
SYK
$139B
$507K 0.12%
1,283
+59
IWD icon
45
iShares Russell 1000 Value ETF
IWD
$65B
$454K 0.11%
2,340
WTW icon
46
Willis Towers Watson
WTW
$30.8B
$440K 0.1%
1,436
GOOG icon
47
Alphabet (Google) Class C
GOOG
$3.34T
$396K 0.09%
2,230
-22
PG icon
48
Procter & Gamble
PG
$345B
$328K 0.08%
2,058
+7
VTR icon
49
Ventas
VTR
$36.6B
$322K 0.08%
5,096
IWS icon
50
iShares Russell Mid-Cap Value ETF
IWS
$14B
$269K 0.06%
2,035
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