RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
1-Year Est. Return
12.54%
1 Year Est. Return
+12.54%
AUM
$425M
AUM Growth
+$38M
(+9.8%)
Holding
57
Top Buys
| 1 | +$3.81M | |
| 2 | +$2.36M | |
| 3 | +$1.73M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.52M |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$1.09M |
Top Sells
| 1 | +$2.29M | |
| 2 | +$921K | |
| 3 | +$759K | |
| 4 |
Innovator US Equity Ultra Buffer ETF February
UFEB
|
+$374K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Health Care ETF
VHT
$15.9B
| $246K | 0.06% |
989
+4
|
|
||
52
Vanguard Total Stock Market ETF
VTI
$543B
| $245K | 0.06% |
807
|
|
||
53
Technology Select Sector SPDR Fund
XLK
$93.7B
| $242K | 0.06% |
+954
|
|
||
54
Bank of Montreal
BMO
$89.6B
| $230K | 0.05% |
+2,075
|
|
||
55
iShares Gold Trust
IAU
$64.2B
| – | – |
-12,873
|
|
||
|
56
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-6,401
|
|
||
|
57
Innovator US Equity Ultra Buffer ETF February
UFEB
$182M
| – | – |
-11,542
|
|