RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$466M
1-Year Est. Return
15.52%
This Fund
S&P 500
1 Year Est. Return
+15.52%
AUM
$466M
AUM Growth
+$10.6M
(+2.3%)
Holding
59
Top Buys
| 1 | +$1.63M | |
| 2 | +$1.13M | |
| 3 | +$1.1M | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$1.03M |
| 5 |
Fidelity MSCI Real Estate Index ETF
FREL
|
+$761K |
Top Sells
| 1 | +$2.29M | |
| 2 | +$686K | |
| 3 | +$590K | |
| 4 |
Apple
AAPL
|
+$165K |
| 5 |
LPL Financial
LPLA
|
+$96.6K |
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Healthcare | 0.65% |
| 3 | Industrials | 0.57% |
| 4 | Financials | 0.52% |
| 5 | Consumer Discretionary | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ventas
VTR
$41.8B
| $372K | 0.08% |
4,811
-285
|
|
||
52
Alphabet (Google) Class A
GOOGL
$3.76T
| $320K | 0.07% |
1,022
-10
|
|
||
53
Procter & Gamble
PG
$352B
| $288K | 0.06% |
2,011
-20
|
|
||
54
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
| $287K | 0.06% |
2,035
|
|
||
55
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
| $275K | 0.06% |
1,913
+3
|
|
||
56
Vanguard Total Stock Market ETF
VTI
$572B
| $273K | 0.06% |
814
+5
|
|
||
57
Bank of Montreal
BMO
$98.8B
| $269K | 0.06% |
2,075
|
|
||
58
Wintrust Financial
WTFC
$8.88B
| $224K | 0.05% |
1,605
+6
|
|
||
59
Vanguard Health Care ETF
VHT
$16.6B
| $210K | 0.05% |
+731
|
|