RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
+5.02%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+5.3%)
Cap. Flow
+$1.71M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
83.47%
Holding
51
New
1
Increased
19
Reduced
22
Closed
4
Top Buys
Top Sells
| 1 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
$844K |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
$585K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$357K |
| 4 |
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% |