RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$944K
3 +$926K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$832K
5
GS icon
Goldman Sachs
GS
+$389K

Top Sells

1 +$211K
2 +$202K
3 +$47K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16.2K
5
XOM icon
Exxon Mobil
XOM
+$11.9K

Sector Composition

1 Financials 0.9%
2 Technology 0.83%
3 Consumer Discretionary 0.41%
4 Industrials 0.38%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,865