RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$455M
1-Year Est. Return
11.19%
1 Year Est. Return
+11.19%
AUM
$455M
AUM Growth
+$29.9M
(+7%)
Holding
59
Top Buys
| 1 | +$1.62M | |
| 2 | +$937K | |
| 3 | +$849K | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$605K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$486K |
Top Sells
| 1 | +$552K | |
| 2 | +$521K | |
| 3 | +$246K | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$200K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$166K |
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 | |
|---|---|---|---|---|---|---|
51
Ventas
VTR
$37.8B
| $357K | 0.08% |
5,096
|
|
||
52
Procter & Gamble
PG
$345B
| $312K | 0.07% |
2,031
-27
|
|
||
53
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $284K | 0.06% |
2,035
|
|
||
54
Bank of Montreal
BMO
$88.9B
| $270K | 0.06% |
2,075
|
|
||
55
Technology Select Sector SPDR Fund
XLK
$93.6B
| $269K | 0.06% |
955
+1
|
|
||
56
Vanguard Total Stock Market ETF
VTI
$562B
| $266K | 0.06% |
809
+2
|
|
||
57
Alphabet (Google) Class A
GOOGL
$3.8T
| $251K | 0.06% |
+1,032
|
|
||
58
Wintrust Financial
WTFC
$9.1B
| $212K | 0.05% |
+1,599
|
|
||
59
Vanguard Health Care ETF
VHT
$17.4B
| – | – |
-989
|
|