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RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$470M
1-Year Est. Return
15.78%
This Fund
S&P 500
1 Year Est. Return
+15.78%
AUM
$470M
AUM Growth
+$4.37M
(+0.94%)
Holding
63
Top Buys
| 1 | +$2.84M | |
| 2 | +$1.76M | |
| 3 | +$1.47M | |
| 4 |
Fidelity MSCI Real Estate Index ETF
FREL
|
+$837K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$779K |
Top Sells
| 1 | +$210K | |
| 2 | +$192K | |
| 3 | +$183K | |
| 4 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$109K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$74.2K |
Sector Composition
| 1 | Technology | 1.51% |
| 2 | Industrials | 0.75% |
| 3 | Healthcare | 0.65% |
| 4 | Financials | 0.5% |
| 5 | Consumer Discretionary | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Stryker
SYK
$118B
| $368K | 0.08% |
1,120
+3
|
|
||
52
Oracle
ORCL
$546B
| $363K | 0.08% |
2,468
+7
|
|
||
53
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $297K | 0.06% |
2,035
|
|
||
54
iShares Bitcoin Trust
IBIT
$50.3B
| $294K | 0.06% |
7,658
+136
|
|
||
55
Procter & Gamble
PG
$354B
| $291K | 0.06% |
2,015
+4
|
|
||
56
Bank of Montreal
BMO
$119B
| $281K | 0.06% |
2,075
|
|
||
57
Alphabet (Google) Class A
GOOGL
$4.54T
| $278K | 0.06% |
967
-55
|
|
||
58
Vanguard Total Stock Market ETF
VTI
$659B
| $261K | 0.06% |
814
|
|
||
59
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $255K | 0.05% |
1,915
+2
|
|
||
60
Exxon Mobil
XOM
$585B
| $232K | 0.05% |
+1,369
|
|
||
61
Wintrust Financial
WTFC
$10.6B
| $224K | 0.05% |
1,611
+6
|
|
||
62
FedEx
FDX
$80.1B
| $215K | 0.05% |
+604
|
|
||
63
Vanguard Health Care ETF
VHT
$16.9B
| – | – |
-731
|
|