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
$180M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.12M
3 +$1.8M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.72M
5
ACN icon
Accenture
ACN
+$1.49M

Sector Composition

1 Technology 1.68%
2 Financials 0.91%
3 Healthcare 0.48%
4 Consumer Discretionary 0.44%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$242K 0.13%
6,816
-6,417
52
$231K 0.13%
+4,140
53
$229K 0.13%
+6,655
54
$217K 0.12%
956
+30
55
$206K 0.11%
+1,047
56
$188K 0.1%
3,732
+63
57
-3,991