RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $425M
1-Year Est. Return 12.54%
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$844K
2 +$585K
3 +$357K
4
GE icon
GE Aerospace
GE
+$216K
5
CELG
Celgene Corp
CELG
+$212K

Sector Composition

1 Technology 0.64%
2 Financials 0.62%
3 Healthcare 0.52%
4 Industrials 0.37%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,519