RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $470M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$841K
3
+$840K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$601K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$486K

Top Sells

1
+$533K
2
+$502K
3
+$246K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162K

Sector Composition

1 Technology 2.38%
2 Healthcare 0.67%
3 Financials 0.54%
4 Industrials 0.49%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.32%
26,258
-3,008
27
$1.44M 0.32%
15,472
+24
28
$1.35M 0.3%
50,360
+830
29
$1.31M 0.29%
10,985
+474
30
$996K 0.22%
5,340
31
$956K 0.21%
1,200
+5
32
$937K 0.21%
+12,873
33
$918K 0.2%
8,564
+10
34
$904K 0.2%
20,754
35
$817K 0.18%
3,723
36
$704K 0.15%
1,738
-21
37
$696K 0.15%
2,736
+9
38
$691K 0.15%
2,456
-344
39
$684K 0.15%
15,925
40
$644K 0.14%
8,657
-395
41
$636K 0.14%
12,208
42
$604K 0.13%
3,257
-225
43
$538K 0.12%
2,208
-22
44
$514K 0.11%
1,545
+2
45
$510K 0.11%
8,496
+9
46
$496K 0.11%
1,436
47
$486K 0.11%
+7,470
48
$475K 0.1%
1,285
+2
49
$413K 0.09%
+11,542
50
$373K 0.08%
1,833
-507
1
2
3